Ritter Daniher Financial Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ritter Daniher Financial Advisory’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 Q4	–	Sell	-300	Closed	-$38K	–	256
2021 Q3	$38K	Buy	+300	New	+$38.6K	0.03%	120

Other funds holding XBI

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's XBI Position: Q4 2021 in Review

Ritter Daniher Financial Advisory sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2021, closing a stake of 300 shares — an estimated $38K sold.

Ritter Daniher Financial Advisory first reported a position in XBI in Q3 2021 and held it in 1 quarter. The position peaked at $38K in Q3 2021. 700 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

Ritter Daniher Financial Advisory reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2021 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 300 State Street SPDR S&P Biotech ETF shares in Q4 2021, an estimated $38K.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and held it in 1 quarter.
Ritter Daniher Financial Advisory's State Street SPDR S&P Biotech ETF position peaked at $38K in Q3 2021.
700 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2021, filed 9 Feb 2022.