Laurie J. Hall Trustee’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Laurie J. Hall Trustee’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
2019 Q3	–	Sell	-520	Closed	-$46K	–	336
2019 Q2	$46K	Hold	520	–	–	0.02%	183
2019 Q1	$47K	Buy	520 +220	+73%	+$18.7K	0.02%	182
2018 Q4	$25K	Hold	300	–	–	0.01%	206
2018 Q3	$29K	Hold	300	–	–	0.02%	216
2018 Q2	$29K	Buy	+300	New	+$27.6K	0.02%	214

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Laurie J. Hall Trustee's XBI Position: Q3 2019 in Review

Laurie J. Hall Trustee sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2019, closing a stake of 520 shares — an estimated $46K sold.

Laurie J. Hall Trustee first reported a position in XBI in Q2 2018 and held it in 5 quarters. The position peaked at $47K in Q1 2019. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

Laurie J. Hall Trustee reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2019 after selling out during the quarter.
Laurie J. Hall Trustee sold 520 State Street SPDR S&P Biotech ETF shares in Q3 2019, an estimated $46K.
Laurie J. Hall Trustee first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and held it in 5 quarters.
Laurie J. Hall Trustee's State Street SPDR S&P Biotech ETF position peaked at $47K in Q1 2019.
406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2019, filed 25 Oct 2019.