Seven Springs Wealth Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Seven Springs Wealth 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
2021 Q3	–	Sell	-4,431	Closed	-$600K	–	81
2021 Q2	$600K	Hold	4,431	–	–	0.26%	40
2021 Q1	$601K	Hold	4,431	–	–	0.28%	32
2020 Q4	$624K	Buy	+4,431	New	+$568K	0.32%	29

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seven Springs Wealth Group's XBI Position: Q3 2021 in Review

Seven Springs Wealth Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2021, closing a stake of 4,431 shares — an estimated $600K sold.

Seven Springs Wealth Group first reported a position in XBI in Q4 2020 and held it in 3 quarters. The position peaked at $624K in Q4 2020. 635 funds tracked by Wall St. Rank hold XBI as of Q3 2021.

Seven Springs Wealth Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 4,431 State Street SPDR S&P Biotech ETF shares in Q3 2021, an estimated $600K.
Seven Springs Wealth Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 3 quarters.
Seven Springs Wealth Group's State Street SPDR S&P Biotech ETF position peaked at $624K in Q4 2020.
635 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2021.

Based on Seven Springs Wealth Group's 13F filing for Q3 2021, filed 21 Oct 2021.