Lowe Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Lowe Wealth Advisors’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 Q4	–	Sell	-300	Closed	-$33K	–	285
2020 Q3	$33K	Hold	300	–	–	0.02%	93
2020 Q2	$34K	Hold	300	–	–	0.02%	87
2020 Q1	$23K	Buy	+300	New	+$26.6K	0.02%	90
2019 Q2	–	Sell	-28	Closed	-$2K	–	316
2019 Q1	$2K	Buy	+28	New	+$2.38K	﹤0.01%	237
2017 Q4	–	Sell	-54	Closed	-$5K	–	273
2017 Q3	$5K	Buy	+54	New	+$4.33K	﹤0.01%	188

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Lowe Wealth Advisors's XBI Position: Q4 2020 in Review

Lowe Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2020, closing a stake of 300 shares — an estimated $33K sold.

Lowe Wealth Advisors first reported a position in XBI in Q3 2017 and held it in 5 quarters. The position peaked at $34K in Q2 2020. 654 funds tracked by Wall St. Rank hold XBI as of Q4 2020.

Lowe Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 300 State Street SPDR S&P Biotech ETF shares in Q4 2020, an estimated $33K.
Lowe Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and held it in 5 quarters.
Lowe Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $34K in Q2 2020.
654 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2020.

Based on Lowe Wealth Advisors's 13F filing for Q4 2020, filed 7 Jan 2021.