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

Lenox 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
2020 Q2	$42K	Buy	+382	New	+$37.6K	0.01%	273
2018 Q4	–	Sell	-574	Closed	-$61K	–	687
2018 Q3	$61K	Buy	574 +563	+5,118%	+$54.6K	0.02%	220
2018 Q2	$1K	Buy	+11	New	+$1.01K	﹤0.01%	547

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Management's XBI Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2020: 382 shares worth $42K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in XBI as recently as Q3 2018.

Lenox Wealth Management first reported a position in XBI in Q2 2018 and has held it in 3 quarters since. The position peaked at $61K in Q3 2018. 525 funds tracked by Wall St. Rank hold XBI as of Q2 2020.

Lenox Wealth Management held 382 shares of State Street SPDR S&P Biotech ETF worth $42K as of Q2 2020.
State Street SPDR S&P Biotech ETF was a new Lenox Wealth Management position in Q2 2020.
State Street SPDR S&P Biotech ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #273 holding.
Lenox Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and has held it in 3 quarters since.
Lenox Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $61K in Q3 2018.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.