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

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
2022
Q1 		– Sell
-100
Closed -$11K – 838
2021
Q4 		$11K Hold
100
– – ﹤0.01% 426
2021
Q3 		$13K Hold
100
– – 0.01% 364
2021
Q2 		$14K Hold
100
– – 0.01% 376
2021
Q1 		$14K Sell
100
-338
-77% -$50.6K 0.01% 439
2020
Q4 		$61K Sell
438
-316
-42% -$40.5K 0.03% 237
2020
Q3 		$84K Hold
754
– – 0.05% 194
2020
Q2 		$84K Buy
+754
New +$74.3K 0.05% 189
2019
Q4 		$72K Buy
+754
New +$65.2K 0.05% 196

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Retirement Group's XBI Position: Q1 2022 in Review

Retirement Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2022, closing a stake of 100 shares — an estimated $11K sold.

Retirement Group first reported a position in XBI in Q4 2019 and held it in 8 quarters. The position peaked at $84K in Q3 2020. 702 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

  • Retirement Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Group sold 100 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $11K.
  • Retirement Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 8 quarters.
  • Retirement Group's State Street SPDR S&P Biotech ETF position peaked at $84K in Q3 2020.
  • 702 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.