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

MBL Wealth’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	$474K	Buy	3,492 +197	+6%	+$29.5K	0.17%	91
2020 Q4	$464K	Buy	+3,295	New	+$422K	0.18%	76

Other funds holding XBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MBL Wealth's XBI Position: Q1 2021 in Review

MBL Wealth increased its State Street SPDR S&P Biotech ETF (XBI) stake by 6% in Q1 2021, buying an estimated $29.5K and bringing the position to 3,492 shares worth $474K. The position accounts for 0.17% of the portfolio, ranked #91.

MBL Wealth first reported a position in XBI in Q4 2020 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

MBL Wealth held 3,492 shares of State Street SPDR S&P Biotech ETF worth $474K as of Q1 2021.
MBL Wealth bought 197 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $29.5K.
State Street SPDR S&P Biotech ETF made up 0.17% of MBL Wealth's portfolio in Q1 2021, its #91 holding.
MBL Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 2 quarters since.
644 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.