Financial Architects (New Jersey)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-200	Closed	-$18K	–	1494
2019 Q1	$18K	Buy	200 +50	+33%	+$4.25K	﹤0.01%	931
2018 Q4	$11K	Buy	150 +50	+50%	+$4.03K	﹤0.01%	975
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	1126
2018 Q2	$10K	Sell	100 -235	-70%	-$21.6K	﹤0.01%	996
2018 Q1	$30K	Buy	335 +200	+148%	+$18.3K	0.01%	781
2017 Q4	$11K	Sell	135 -320	-70%	-$26.8K	﹤0.01%	1137
2017 Q3	$40K	Hold	455	–	–	0.01%	751
2017 Q2	$35K	Buy	455 +35	+8%	+$2.48K	0.01%	795
2017 Q1	$29K	Buy	+420	New	+$28.2K	0.01%	838

Other funds holding XBI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Financial Architects (New Jersey)'s XBI Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2019, closing a stake of 200 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in XBI in Q1 2017 and held it in 9 quarters. The position peaked at $40K in Q3 2017. 424 funds tracked by Wall St. Rank hold XBI as of Q2 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 State Street SPDR S&P Biotech ETF shares in Q2 2019, an estimated $18K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Biotech ETF in Q1 2017 and held it in 9 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P Biotech ETF position peaked at $40K in Q3 2017.
424 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.