Guidant Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Guidant Wealth Advisors’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	$302K	Hold	3,960	–	–	0.11%	91
2019 Q2	$347K	Sell	3,960 -100	-2%	-$8.53K	0.13%	88
2019 Q1	$368K	Buy	+4,060	New	+$345K	0.14%	83
2018 Q4	–	Sell	-350	Closed	-$33K	–	295
2018 Q3	$33K	Sell	350 -100	-22%	-$9.7K	0.01%	98
2018 Q2	$37K	Hold	450	–	–	0.02%	91
2018 Q1	$32K	Hold	450	–	–	0.01%	96
2017 Q4	$33K	Buy	450 +243	+117%	+$20.4K	0.01%	95
2017 Q3	$18K	Buy	+207	New	+$16.6K	0.01%	126

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

Guidant Wealth Advisors's XBI Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q3 2019 at 3,960 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #91.

Guidant Wealth Advisors first reported a position in XBI in Q3 2017 and has held it in 8 quarters since. The position peaked at $368K in Q1 2019. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

Guidant Wealth Advisors held 3,960 shares of State Street SPDR S&P Biotech ETF worth $302K as of Q3 2019.
Guidant Wealth Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q3 2019.
State Street SPDR S&P Biotech ETF made up 0.11% of Guidant Wealth Advisors's portfolio in Q3 2019, its #91 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and has held it in 8 quarters since.
Guidant Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $368K in Q1 2019.
406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.