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

Liberty 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
Q3 		– Sell
-10
Closed -$1K – 967
2020
Q2 		$1K Buy
+10
New +$985 ﹤0.01% 828
2019
Q3 		– Sell
-160
Closed -$14K – 999
2019
Q2 		$14K Buy
+160
New +$13.6K 0.01% 469

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Liberty Wealth Management's XBI Position: Q3 2020 in Review

Liberty Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in XBI in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 554 funds tracked by Wall St. Rank hold XBI as of Q3 2020.

  • Liberty Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 10 State Street SPDR S&P Biotech ETF shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $14K in Q2 2019.
  • 554 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.