KIG
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Kowal Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kowal Investment Group’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
-99
Closed -$12K – 959
2021
Q3 		$12K Buy
+99
New +$12.7K ﹤0.01% 491

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Kowal Investment Group's XBI Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2021, closing a stake of 99 shares — an estimated $12K sold.

Kowal Investment Group first reported a position in XBI in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 700 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 99 State Street SPDR S&P Biotech ETF shares in Q4 2021, an estimated $12K.
  • Kowal Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street SPDR S&P Biotech ETF position peaked at $12K in Q3 2021.
  • 700 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.