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

Litman Gregory 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
2021
Q1 		– Sell
-205
Closed -$29K – 195
2020
Q4 		$29K Buy
+205
New +$26.3K 0.01% 117

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Litman Gregory Wealth Management's XBI Position: Q1 2021 in Review

Litman Gregory Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 205 shares — an estimated $29K sold.

Litman Gregory Wealth Management first reported a position in XBI in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 644 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 205 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $29K.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $29K in Q4 2020.
  • 644 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.