LJHT
XBI icon

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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return