D. Scott Neal’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

D. Scott Neal’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
2018 Q2	–	Sell	-500	Closed	-$44K	–	163
2018 Q1	$44K	Hold	500	–	–	0.03%	84
2017 Q4	$42K	Hold	500	–	–	0.03%	84
2017 Q3	$43K	Hold	500	–	–	0.03%	85
2017 Q2	$39K	Sell	500 -500	-50%	-$35.5K	0.03%	106
2017 Q1	$69K	Hold	1,000	–	–	0.04%	75
2016 Q4	$59K	Hold	1,000	–	–	0.04%	72
2016 Q3	$66K	Hold	1,000	–	–	0.05%	66
2016 Q2	$54K	Buy	1,000 +600	+150%	+$32.9K	0.05%	67
2016 Q1	$21K	Buy	+400	New	+$20.8K	0.02%	81

Other funds holding XBI

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

D. Scott Neal's XBI Position: Q2 2018 in Review

D. Scott Neal sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2018, closing a stake of 500 shares — an estimated $44K sold.

D. Scott Neal first reported a position in XBI in Q1 2016 and held it in 9 quarters. The position peaked at $69K in Q1 2017. 430 funds tracked by Wall St. Rank hold XBI as of Q2 2018.

D. Scott Neal reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2018 after selling out during the quarter.
D. Scott Neal sold 500 State Street SPDR S&P Biotech ETF shares in Q2 2018, an estimated $44K.
D. Scott Neal first reported a position in State Street SPDR S&P Biotech ETF in Q1 2016 and held it in 9 quarters.
D. Scott Neal's State Street SPDR S&P Biotech ETF position peaked at $69K in Q1 2017.
430 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.