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FIG
FundX Investment Group’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
FundX Investment Group’s Portfolio
XBI Stock Details
XBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-17,598
Closed
-$2.39M
–
48
2021
Q1
$2.39M
Buy
17,598
+1,634
+10%
+$245K
1.35%
18
2020
Q4
$2.25M
Buy
15,964
+356
+2%
+$45.6K
0.94%
19
2020
Q3
$1.74M
Buy
+15,608
New
+$1.75M
0.67%
21
2018
Q4
–
Sell
-23,150
Closed
-$2.22M
–
57
2018
Q3
$2.22M
Buy
23,150
+3,787
+20%
+$367K
1.22%
11
2018
Q2
$1.84M
Buy
19,363
+1,337
+7%
+$123K
0.91%
12
2018
Q1
$1.58M
Sell
18,026
-457
-2%
-$41.7K
0.83%
11
2017
Q4
$1.57M
Buy
18,483
+1,113
+6%
+$93.2K
0.79%
15
2017
Q3
$1.5M
Buy
+17,370
New
+$1.39M
0.63%
14
2013
Q4
–
Sell
-8,400
Closed
-$362K
–
32
2013
Q3
$362K
Sell
8,400
-15,000
-64%
-$608K
0.18%
21
2013
Q2
$813K
Buy
+23,400
New
+$822K
0.41%
18
Other funds holding XBI
Toronto Dominion Bank
Toronto, Ontario, Ontario, Canada
$51.9B AUM
40.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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