Fortem Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-110	Closed	-$15K	–	436
2020 Q4	$15K	Buy	+110	New	+$14.1K	0.01%	325
2019 Q2	–	Sell	-7,506	Closed	-$680K	–	162
2019 Q1	$680K	Buy	7,506 +264	+4%	+$22.5K	0.71%	50
2018 Q4	$520K	Buy	+7,242	New	+$583K	0.63%	51

Other funds holding XBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortem Financial Group's XBI Position: Q1 2021 in Review

Fortem Financial Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 110 shares — an estimated $15K sold.

Fortem Financial Group first reported a position in XBI in Q4 2018 and held it in 3 quarters. The position peaked at $680K in Q1 2019. 644 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

Fortem Financial Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 110 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $15K.
Fortem Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 3 quarters.
Fortem Financial Group's State Street SPDR S&P Biotech ETF position peaked at $680K in Q1 2019.
644 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.