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Engrave Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Engrave Wealth Partners’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
2021
Q2 		– Sell
-38,197
Closed -$5.18M – 84
2021
Q1 		$5.18M Buy
+38,197
New +$5.72M 2.09% 24

Other funds holding XBI

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Engrave Wealth Partners's XBI Position: Q2 2021 in Review

Engrave Wealth Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2021, closing a stake of 38,197 shares — an estimated $5.18M sold.

Engrave Wealth Partners first reported a position in XBI in Q1 2021 and held it in 1 quarter. The position peaked at $5.18M in Q1 2021. 663 funds tracked by Wall St. Rank hold XBI as of Q2 2021.

  • Engrave Wealth Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 38,197 State Street SPDR S&P Biotech ETF shares in Q2 2021, an estimated $5.18M.
  • Engrave Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and held it in 1 quarter.
  • Engrave Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $5.18M in Q1 2021.
  • 663 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2021.

Based on Engrave Wealth Partners's 13F filing for Q2 2021, filed 15 Jul 2021.