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Sheaff Brock Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sheaff Brock Investment 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
Q4 		– Sell
-1,649
Closed -$207K – 592
2021
Q3 		$207K Hold
1,649
– – 0.02% 486
2021
Q2 		$223K Sell
1,649
-150
-8% -$19.7K 0.02% 443
2021
Q1 		$244K Sell
1,799
-233
-11% -$34.9K 0.02% 400
2020
Q4 		$286K Sell
2,032
-50
-2% -$6.4K 0.02% 344
2020
Q3 		$232K Buy
2,082
+20
+1% +$2.24K 0.02% 356
2020
Q2 		$231K Buy
+2,062
New +$203K 0.02% 355
2019
Q3 		– Sell
-2,587
Closed -$227K – 502
2019
Q2 		$227K Sell
2,587
-23
-0.9% -$1.96K 0.02% 397
2019
Q1 		$236K Buy
+2,610
New +$222K 0.03% 399
2018
Q4 		– Sell
-3,494
Closed -$335K – 535
2018
Q3 		$335K Buy
3,494
+432
+14% +$41.9K 0.03% 337
2018
Q2 		$291K Buy
3,062
+1
+0% +$92 0.03% 371
2018
Q1 		$269K Buy
3,061
+110
+4% +$10K 0.03% 382
2017
Q4 		$250K Sell
2,951
-395
-12% -$33.1K 0.03% 392
2017
Q3 		$290K Buy
+3,346
New +$268K 0.04% 366
2017
Q1 		– Sell
-3,611
Closed -$214K – 642
2016
Q4 		$214K Buy
3,611
+351
+11% +$21.7K 0.03% 496
2016
Q3 		$216K Sell
3,260
-450
-12% -$27.8K 0.03% 451
2016
Q2 		$201K Buy
+3,710
New +$203K 0.03% 485
2016
Q1 		– Sell
-3,610
Closed -$253K – 694
2015
Q4 		$253K Buy
+3,610
New +$246K 0.03% 459

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sheaff Brock Investment Advisors's XBI Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2021, closing a stake of 1,649 shares — an estimated $207K sold.

Sheaff Brock Investment Advisors first reported a position in XBI in Q4 2015 and held it in 17 quarters. The position peaked at $335K in Q3 2018. 702 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,649 State Street SPDR S&P Biotech ETF shares in Q4 2021, an estimated $207K.
  • Sheaff Brock Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2015 and held it in 17 quarters.
  • Sheaff Brock Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $335K in Q3 2018.
  • 702 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.