Clearwater Capital Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Clearwater Capital 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
2020 Q1	–	Sell	-2,240	Closed	-$213K	–	168
2019 Q4	$213K	Buy	+2,240	New	+$194K	0.04%	169
2018 Q2	–	Sell	-170	Closed	-$15K	–	566
2018 Q1	$15K	Buy	+170	New	+$15.5K	﹤0.01%	431

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Clearwater Capital Advisors's XBI Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2020, closing a stake of 2,240 shares — an estimated $213K sold.

Clearwater Capital Advisors first reported a position in XBI in Q1 2018 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 458 funds tracked by Wall St. Rank hold XBI as of Q1 2020.

Clearwater Capital Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 2,240 State Street SPDR S&P Biotech ETF shares in Q1 2020, an estimated $213K.
Clearwater Capital Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 2 quarters.
Clearwater Capital Advisors's State Street SPDR S&P Biotech ETF position peaked at $213K in Q4 2019.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.