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

Executive 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	-191	Closed	-$17K	–	818
2019 Q2	$17K	Hold	191	–	–	﹤0.01%	506
2019 Q1	$17K	Sell	191 -10	-5%	-$851	﹤0.01%	455
2018 Q4	$14K	Buy	+201	New	+$16.2K	﹤0.01%	505

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

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

Executive Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2019, closing a stake of 191 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in XBI in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

Executive Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 191 State Street SPDR S&P Biotech ETF shares in Q3 2019, an estimated $17K.
Executive Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $17K in Q2 2019.
406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.