LPWM
XBI icon

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

Lake Point 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
2022
Q2 		$5K Hold
66
– – ﹤0.01% 242
2022
Q1 		$6K Hold
66
– – ﹤0.01% 234
2021
Q4 		$7K Hold
66
– – ﹤0.01% 233
2021
Q3 		$8K Hold
66
– – ﹤0.01% 197
2021
Q2 		$9K Buy
+66
New +$8.68K ﹤0.01% 193
2020
Q1 		$5K Hold
66
– – ﹤0.01% 172
2019
Q4 		$6K Buy
+66
New +$5.71K ﹤0.01% 351
2019
Q2 		$6K Hold
66
– – ﹤0.01% 408
2019
Q1 		$6K Hold
66
– – ﹤0.01% 408
2018
Q4 		$5K Buy
+66
New +$5.32K ﹤0.01% 568

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return