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Regent Peak Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Regent Peak Wealth Advisors’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
-189
Closed -$27K – 1019
2020
Q4 		$27K Buy
+189
New +$24.2K 0.01% 406

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regent Peak Wealth Advisors's XBI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 189 shares — an estimated $27K sold.

Regent Peak Wealth Advisors first reported a position in XBI in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 644 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 189 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $27K.
  • Regent Peak Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $27K in Q4 2020.
  • 644 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.