Laidlaw Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Laidlaw Wealth 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
2021 Q4	–	Sell	-5,315	Closed	-$668K	–	420
2021 Q3	$668K	Buy	5,315 +1,653	+45%	+$213K	0.17%	126
2021 Q2	$496K	Sell	3,662 -4,381	-54%	-$576K	0.13%	152
2021 Q1	$1.09M	Sell	8,043 -4,570	-36%	-$684K	0.37%	75
2020 Q4	$1.78M	Buy	+12,613	New	+$1.62M	0.37%	72

Other funds holding XBI

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Laidlaw Wealth Management's XBI Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2021, closing a stake of 5,315 shares — an estimated $668K sold.

Laidlaw Wealth Management first reported a position in XBI in Q4 2020 and held it in 4 quarters. The position peaked at $1.78M in Q4 2020. 702 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 5,315 State Street SPDR S&P Biotech ETF shares in Q4 2021, an estimated $668K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 4 quarters.
Laidlaw Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $1.78M in Q4 2020.
702 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.