SHJ
XBI icon

Sharkey, Howes & Javer’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-2,100
Closed -$158K – 264
2015
Q1 		$158K Buy
+2,100
New +$147K 0.1% 49

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's XBI Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2015, closing a stake of 2,100 shares — an estimated $158K sold.

Sharkey, Howes & Javer first reported a position in XBI in Q1 2015 and held it in 1 quarter. The position peaked at $158K in Q1 2015. 193 funds tracked by Wall St. Rank hold XBI as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 2,100 State Street SPDR S&P Biotech ETF shares in Q2 2015, an estimated $158K.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's State Street SPDR S&P Biotech ETF position peaked at $158K in Q1 2015.
  • 193 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.