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Planning Solutions Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Planning Solutions 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
2019
Q1 		– Sell
-6,452
Closed -$463K – 140
2018
Q4 		$463K Buy
+6,452
New +$520K 0.28% 71

Other funds holding XBI

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Solutions Group's XBI Position: Q1 2019 in Review

Planning Solutions Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2019, closing a stake of 6,452 shares — an estimated $463K sold.

Planning Solutions Group first reported a position in XBI in Q4 2018 and held it in 1 quarter. The position peaked at $463K in Q4 2018. 451 funds tracked by Wall St. Rank hold XBI as of Q1 2019.

  • Planning Solutions Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2019 after selling out during the quarter.
  • Planning Solutions Group sold 6,452 State Street SPDR S&P Biotech ETF shares in Q1 2019, an estimated $463K.
  • Planning Solutions Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 1 quarter.
  • Planning Solutions Group's State Street SPDR S&P Biotech ETF position peaked at $463K in Q4 2018.
  • 451 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2019.

Based on Planning Solutions Group's 13F filing for Q1 2019, filed 10 May 2019.