Institutional & Family Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Institutional & Family Asset 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
2020 Q3	–	Sell	-420	Closed	-$47K	–	907
2020 Q2	$47K	Buy	+420	New	+$41.4K	0.01%	313
2020 Q1	–	Sell	-32	Closed	-$3K	–	920
2019 Q4	$3K	Buy	+32	New	+$2.77K	﹤0.01%	689
2019 Q3	–	Sell	-24	Closed	-$2K	–	893
2019 Q2	$2K	Sell	24 -66	-73%	-$5.63K	﹤0.01%	754
2019 Q1	$8K	Buy	+90	New	+$7.66K	﹤0.01%	549
2018 Q2	–	Sell	-8	Closed	-$1K	–	885
2018 Q1	$1K	Buy	+8	New	+$730	﹤0.01%	819

Other funds holding XBI

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

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

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

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

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

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

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

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

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

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

Institutional & Family Asset Management's XBI Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2020, closing a stake of 420 shares — an estimated $47K sold.

Institutional & Family Asset Management first reported a position in XBI in Q1 2018 and held it in 5 quarters. The position peaked at $47K in Q2 2020. 554 funds tracked by Wall St. Rank hold XBI as of Q3 2020.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 420 State Street SPDR S&P Biotech ETF shares in Q3 2020, an estimated $47K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 5 quarters.
Institutional & Family Asset Management's State Street SPDR S&P Biotech ETF position peaked at $47K in Q2 2020.
554 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.