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

GeoWealth 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
2021
Q3 		– Sell
-7,478
Closed -$1.01M – 406
2021
Q2 		$1.01M Buy
7,478
+656
+10% +$86.2K 0.13% 101
2021
Q1 		$925K Buy
6,822
+738
+12% +$110K 0.14% 87
2020
Q4 		$856K Buy
6,084
+3,165
+108% +$405K 0.14% 114
2020
Q3 		$323K Buy
+2,919
New +$327K 0.1% 116
2019
Q4 		– Sell
-3,442
Closed -$262K – 231
2019
Q3 		$262K Buy
+3,442
New +$286K 0.06% 169

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return