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New England Investment & Retirement Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

New England Investment & Retirement Group’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
2017
Q1 		– Sell
-9,323
Closed -$552K – 58
2016
Q4 		$552K Buy
+9,323
New +$575K 0.3% 47

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New England Investment & Retirement Group's XBI Position: Q1 2017 in Review

New England Investment & Retirement Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2017, closing a stake of 9,323 shares — an estimated $552K sold.

New England Investment & Retirement Group first reported a position in XBI in Q4 2016 and held it in 1 quarter. The position peaked at $552K in Q4 2016. 292 funds tracked by Wall St. Rank hold XBI as of Q1 2017.

  • New England Investment & Retirement Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2017 after selling out during the quarter.
  • New England Investment & Retirement Group sold 9,323 State Street SPDR S&P Biotech ETF shares in Q1 2017, an estimated $552K.
  • New England Investment & Retirement Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and held it in 1 quarter.
  • New England Investment & Retirement Group's State Street SPDR S&P Biotech ETF position peaked at $552K in Q4 2016.
  • 292 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2017.

Based on New England Investment & Retirement Group's 13F filing for Q1 2017, filed 2 May 2017.