Clear Perspective Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Clear Perspective Advisors’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 Q4	$322K	Buy	+2,876	New	+$347K	0.1%	135
2018 Q3	–	Sell	-480	Closed	-$46K	–	446
2018 Q2	$46K	Hold	480	–	–	0.03%	260
2018 Q1	$42K	Hold	480	–	–	0.03%	252
2017 Q4	$41K	Hold	480	–	–	0.03%	247
2017 Q3	$42K	Hold	480	–	–	0.03%	246
2017 Q2	$37K	Hold	480	–	–	0.03%	248
2017 Q1	$33K	Hold	480	–	–	0.02%	245
2016 Q4	$28K	Buy	+480	New	+$29.6K	0.02%	251

Other funds holding XBI

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

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

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

Clear Perspective Advisors's XBI Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q4 2021: 2,876 shares worth $322K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in XBI as recently as Q2 2018.

Clear Perspective Advisors first reported a position in XBI in Q4 2016 and has held it in 8 quarters since. 702 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

Clear Perspective Advisors held 2,876 shares of State Street SPDR S&P Biotech ETF worth $322K as of Q4 2021.
State Street SPDR S&P Biotech ETF was a new Clear Perspective Advisors position in Q4 2021.
State Street SPDR S&P Biotech ETF made up 0.1% of Clear Perspective Advisors's portfolio in Q4 2021, its #135 holding.
Clear Perspective Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and has held it in 8 quarters since.
702 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.