M Holdings Securities’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

M Holdings Securities’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
2014 Q1	–	Sell	-12,234	Closed	-$531K	–	197
2013 Q4	$531K	Buy	+12,234	New	+$506K	0.38%	67

Other funds holding XBI

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

M Holdings Securities's XBI Position: Q1 2014 in Review

M Holdings Securities sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2014, closing a stake of 12,234 shares — an estimated $531K sold.

M Holdings Securities first reported a position in XBI in Q4 2013 and held it in 1 quarter. The position peaked at $531K in Q4 2013. 131 funds tracked by Wall St. Rank hold XBI as of Q1 2014.

M Holdings Securities reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2014 after selling out during the quarter.
M Holdings Securities sold 12,234 State Street SPDR S&P Biotech ETF shares in Q1 2014, an estimated $531K.
M Holdings Securities first reported a position in State Street SPDR S&P Biotech ETF in Q4 2013 and held it in 1 quarter.
M Holdings Securities's State Street SPDR S&P Biotech ETF position peaked at $531K in Q4 2013.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2014.

Based on M Holdings Securities's 13F filing for Q1 2014, filed 12 May 2014.