Cascadia Advisory Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$316K	Buy	+3,324	New	+$288K	0.09%	170

Other funds holding XBI

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Cascadia Advisory Services's XBI Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q4 2019: 3,324 shares worth $316K. The stake represents 0.09% of the portfolio and ranks #170 among its holdings.

474 funds tracked by Wall St. Rank hold XBI as of Q4 2019.

Cascadia Advisory Services held 3,324 shares of State Street SPDR S&P Biotech ETF worth $316K as of Q4 2019.
State Street SPDR S&P Biotech ETF was a new Cascadia Advisory Services position in Q4 2019.
State Street SPDR S&P Biotech ETF made up 0.09% of Cascadia Advisory Services's portfolio in Q4 2019, its #170 holding.
474 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.