Norris Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Norris Financial 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
2021 Q1	–	Sell	-21,495	Closed	-$3.03M	–	95
2020 Q4	$3.03M	Sell	21,495 -150	-0.7%	-$19.2K	2.39%	9
2020 Q3	$2.41M	Sell	21,645 -5,064	-19%	-$568K	2.04%	14
2020 Q2	$2.99M	Sell	26,709 -1,612	-6%	-$159K	2.83%	10
2020 Q1	$2.19M	Sell	28,321 -7,105	-20%	-$629K	2.44%	9
2019 Q4	$3.37M	Buy	+35,426	New	+$3.06M	3.11%	8

Other funds holding XBI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norris Financial Group's XBI Position: Q1 2021 in Review

Norris Financial Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 21,495 shares — an estimated $3.03M sold.

Norris Financial Group first reported a position in XBI in Q4 2019 and held it in 5 quarters. The position peaked at $3.37M in Q4 2019. 643 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

Norris Financial Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
Norris Financial Group sold 21,495 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $3.03M.
Norris Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 5 quarters.
Norris Financial Group's State Street SPDR S&P Biotech ETF position peaked at $3.37M in Q4 2019.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Norris Financial Group's 13F filing for Q1 2021, filed 20 May 2026.