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Legacy Wealth Partners (California)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$460K Sell
3,396
-946
-22% -$124K 0.26% 69
2021
Q1 		$589K Buy
4,342
+546
+14% +$81.7K 0.34% 61
2020
Q4 		$534K Buy
3,796
+1,447
+62% +$185K 0.34% 56
2020
Q3 		$262K Sell
2,349
-269
-10% -$30.2K 0.19% 79
2020
Q2 		$293K Buy
+2,618
New +$258K 0.22% 77

Other funds holding XBI

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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 $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legacy Wealth Partners (California)'s XBI Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 22% in Q2 2021, selling an estimated $124K and leaving 3,396 shares worth $460K. The position accounts for 0.26% of the portfolio, ranked #69.

Legacy Wealth Partners (California) first reported a position in XBI in Q2 2020 and has held it in 5 quarters since. The position peaked at $589K in Q1 2021. 663 funds tracked by Wall St. Rank hold XBI as of Q2 2021.

  • Legacy Wealth Partners (California) held 3,396 shares of State Street SPDR S&P Biotech ETF worth $460K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 946 State Street SPDR S&P Biotech ETF shares in Q2 2021, an estimated $124K.
  • State Street SPDR S&P Biotech ETF made up 0.26% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #69 holding.
  • Legacy Wealth Partners (California) first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 5 quarters since.
  • Legacy Wealth Partners (California)'s State Street SPDR S&P Biotech ETF position peaked at $589K in Q1 2021.
  • 663 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.