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

Mader & Shannon 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
2018
Q1 		– Sell
-41,988
Closed -$3.56M – 23
2017
Q4 		$3.56M Buy
+41,988
New +$3.52M 2.6% 14

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mader & Shannon Wealth Management's XBI Position: Q1 2018 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2018, closing a stake of 41,988 shares — an estimated $3.56M sold.

Mader & Shannon Wealth Management first reported a position in XBI in Q4 2017 and held it in 1 quarter. The position peaked at $3.56M in Q4 2017. 414 funds tracked by Wall St. Rank hold XBI as of Q1 2018.

  • Mader & Shannon Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2018 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 41,988 State Street SPDR S&P Biotech ETF shares in Q1 2018, an estimated $3.56M.
  • Mader & Shannon Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $3.56M in Q4 2017.
  • 414 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.