Ironwood Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-25	Closed	-$3K	–	551
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	489
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	488
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	468
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	403
2020 Q3	$3K	Buy	+25	New	+$2.8K	﹤0.01%	376
2020 Q1	–	Sell	-208	Closed	-$20K	–	413
2019 Q4	$20K	Hold	208	–	–	0.01%	207
2019 Q3	$16K	Hold	208	–	–	0.01%	228
2019 Q2	$18K	Hold	208	–	–	0.01%	217
2019 Q1	$19K	Hold	208	–	–	0.01%	209
2018 Q4	$15K	Hold	208	–	–	0.01%	213
2018 Q3	$20K	Hold	208	–	–	0.01%	191
2018 Q2	$20K	Hold	208	–	–	0.01%	159
2018 Q1	$18K	Buy	+208	New	+$19K	0.02%	144

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ironwood Financial's XBI Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2021, closing a stake of 25 shares — an estimated $3K sold.

Ironwood Financial first reported a position in XBI in Q1 2018 and held it in 13 quarters. The position peaked at $20K in Q4 2019. 700 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 25 State Street SPDR S&P Biotech ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 13 quarters.
Ironwood Financial's State Street SPDR S&P Biotech ETF position peaked at $20K in Q4 2019.
700 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.