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Hochman Cole Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Hochman Cole Investment 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
2021
Q3 		– Sell
-1,564
Closed -$212K – 135
2021
Q2 		$212K Hold
1,564
– – 0.08% 123
2021
Q1 		$212K Sell
1,564
-64
-4% -$9.58K 0.09% 124
2020
Q4 		$229K Buy
+1,628
New +$209K 0.1% 111

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hochman Cole Investment Advisors's XBI Position: Q3 2021 in Review

Hochman Cole Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2021, closing a stake of 1,564 shares — an estimated $212K sold.

Hochman Cole Investment Advisors first reported a position in XBI in Q4 2020 and held it in 3 quarters. The position peaked at $229K in Q4 2020. 635 funds tracked by Wall St. Rank hold XBI as of Q3 2021.

  • Hochman Cole Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2021 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 1,564 State Street SPDR S&P Biotech ETF shares in Q3 2021, an estimated $212K.
  • Hochman Cole Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 3 quarters.
  • Hochman Cole Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $229K in Q4 2020.
  • 635 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.