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Destination Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-156
Closed -$14K – 514
2019
Q2 		$14K Hold
156
– – ﹤0.01% 415
2019
Q1 		$14K Hold
156
– – ﹤0.01% 426
2018
Q4 		$11K Sell
156
-59
-27% -$4.75K ﹤0.01% 402
2018
Q3 		$21K Hold
215
– – ﹤0.01% 393
2018
Q2 		$20K Sell
215
-25
-10% -$2.3K ﹤0.01% 349
2018
Q1 		$21K Buy
+240
New +$21.9K ﹤0.01% 331
2015
Q3 		– Sell
-4,170
Closed -$351K – 226
2015
Q2 		$351K Buy
+4,170
New +$324K 0.02% 191

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return