Capital Wealth Planning’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Capital Wealth Planning’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
2020 Q2	–	Sell	-4,129	Closed	-$320K	–	226
2020 Q1	$320K	Buy	+4,129	New	+$366K	0.02%	162
2019 Q4	–	Sell	-3,335	Closed	-$267K	–	265
2019 Q3	$267K	Buy	+3,335	New	+$277K	0.02%	202

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Wealth Planning's XBI Position: Q2 2020 in Review

Capital Wealth Planning sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2020, closing a stake of 4,129 shares — an estimated $320K sold.

Capital Wealth Planning first reported a position in XBI in Q3 2019 and held it in 2 quarters. The position peaked at $320K in Q1 2020. 525 funds tracked by Wall St. Rank hold XBI as of Q2 2020.

Capital Wealth Planning reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 4,129 State Street SPDR S&P Biotech ETF shares in Q2 2020, an estimated $320K.
Capital Wealth Planning first reported a position in State Street SPDR S&P Biotech ETF in Q3 2019 and held it in 2 quarters.
Capital Wealth Planning's State Street SPDR S&P Biotech ETF position peaked at $320K in Q1 2020.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.