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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
2018
Q3 		– Sell
-26,000
Closed -$2.48M – 563
2018
Q2 		$2.48M Buy
+26,000
New +$2.39M 0.24% 72

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 $303B AUM 53.02% 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.