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 Paris, France $289B AUM 60.46% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Destination Wealth Management's XBI Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2019, closing a stake of 156 shares — an estimated $14K sold.

Destination Wealth Management first reported a position in XBI in Q2 2015 and held it in 7 quarters. The position peaked at $351K in Q2 2015. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

Destination Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 156 State Street SPDR S&P Biotech ETF shares in Q3 2019, an estimated $14K.
Destination Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2015 and held it in 7 quarters.
Destination Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $351K in Q2 2015.
406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.