Lucia Wealth Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Lucia Wealth Services’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	$149K	Hold	1,335	–	–	0.04%	138
2020 Q2	$149K	Buy	1,335 +85	+7%	+$8.37K	0.04%	131
2020 Q1	$97K	Buy	1,250 +250	+25%	+$22.1K	0.03%	148
2019 Q4	$95K	Buy	+1,000	New	+$86.5K	0.03%	135
2019 Q3	–	Sell	-800	Closed	-$70K	–	180
2019 Q2	$70K	Hold	800	–	–	0.02%	133
2019 Q1	$72K	Buy	+800	New	+$68.1K	0.02%	149

Other funds holding XBI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Lucia Wealth Services's XBI Position: Q3 2020 in Review

Lucia Wealth Services held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q3 2020 at 1,335 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #138.

Lucia Wealth Services first reported a position in XBI in Q1 2019 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold XBI as of Q3 2020.

Lucia Wealth Services held 1,335 shares of State Street SPDR S&P Biotech ETF worth $149K as of Q3 2020.
Lucia Wealth Services left its State Street SPDR S&P Biotech ETF share count unchanged in Q3 2020.
State Street SPDR S&P Biotech ETF made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #138 holding.
Lucia Wealth Services first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and has held it in 6 quarters since.
554 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.