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Legacy Private Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-10,240
Closed -$1.15M – 245
2021
Q4 		$1.15M Sell
10,240
-700
-6% -$84.4K 0.09% 144
2021
Q3 		$1.38M Sell
10,940
-855
-7% -$110K 0.11% 129
2021
Q2 		$1.6M Sell
11,795
-3,855
-25% -$507K 0.13% 123
2021
Q1 		$2.12M Buy
15,650
+840
+6% +$126K 0.19% 98
2020
Q4 		$2.08M Sell
14,810
-390
-3% -$50K 0.2% 99
2020
Q3 		$1.69M Buy
15,200
+340
+2% +$38.1K 0.18% 99
2020
Q2 		$1.66M Buy
+14,860
New +$1.46M 0.18% 97

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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return