Dowling & Yahnke’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Dowling & Yahnke’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	-129	Closed	-$12K	–	388
2019 Q4	$12K	Buy	+129	New	+$11.2K	﹤0.01%	340

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

Dowling & Yahnke's XBI Position: Q1 2020 in Review

Dowling & Yahnke sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2020, closing a stake of 129 shares — an estimated $12K sold.

Dowling & Yahnke first reported a position in XBI in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 458 funds tracked by Wall St. Rank hold XBI as of Q1 2020.

Dowling & Yahnke reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 129 State Street SPDR S&P Biotech ETF shares in Q1 2020, an estimated $12K.
Dowling & Yahnke first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's State Street SPDR S&P Biotech ETF position peaked at $12K in Q4 2019.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.