Burleson & Co’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Burleson & Co’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5	Closed	-$1K	–	406
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	351
2021 Q1	$1K	Buy	+5	New	+$749	﹤0.01%	357

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burleson & Co's XBI Position: Q3 2021 in Review

Burleson & Co sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

Burleson & Co first reported a position in XBI in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 635 funds tracked by Wall St. Rank hold XBI as of Q3 2021.

Burleson & Co reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2021 after selling out during the quarter.
Burleson & Co sold 5 State Street SPDR S&P Biotech ETF shares in Q3 2021, an estimated $1K.
Burleson & Co first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and held it in 2 quarters.
Burleson & Co's State Street SPDR S&P Biotech ETF position peaked at $1K in Q2 2021.
635 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.