Schneider Downs Wealth Management Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Schneider Downs Wealth Management 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 Q3	–	Sell	-1,506	Closed	-$204K	–	150
2021 Q2	$204K	Hold	1,506	–	–	0.05%	137
2021 Q1	$204K	Hold	1,506	–	–	0.05%	132
2020 Q4	$212K	Sell	1,506 -735	-33%	-$94.1K	0.06%	89
2020 Q3	$250K	Buy	+2,241	New	+$251K	0.08%	87
2017 Q3	–	Sell	-2,648	Closed	-$204K	–	46
2017 Q2	$204K	Buy	+2,648	New	+$188K	0.13%	42

Other funds holding XBI

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

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

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

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

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

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

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

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

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

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

Schneider Downs Wealth Management Advisors's XBI Position: Q3 2021 in Review

Schneider Downs Wealth Management Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2021, closing a stake of 1,506 shares — an estimated $204K sold.

Schneider Downs Wealth Management Advisors first reported a position in XBI in Q2 2017 and held it in 5 quarters. The position peaked at $250K in Q3 2020. 635 funds tracked by Wall St. Rank hold XBI as of Q3 2021.

Schneider Downs Wealth Management Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2021 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,506 State Street SPDR S&P Biotech ETF shares in Q3 2021, an estimated $204K.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and held it in 5 quarters.
Schneider Downs Wealth Management Advisors's State Street SPDR S&P Biotech ETF position peaked at $250K in Q3 2020.
635 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.