SS
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Simplicity Solutions’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-4,382
Closed -$617K – 995
2020
Q4 		$617K Buy
4,382
+1,095
+33% +$140K 0.01% 650
2020
Q3 		$366K Sell
3,287
-469
-12% -$52.6K 0.01% 686
2020
Q2 		$421K Buy
+3,756
New +$370K 0.01% 663
2019
Q3 		– Sell
-2,680
Closed -$235K – 783
2019
Q2 		$235K Sell
2,680
-2,176
-45% -$186K 0.01% 583
2019
Q1 		$440K Buy
4,856
+1,310
+37% +$111K 0.03% 439
2018
Q4 		$254K Buy
3,546
+907
+34% +$73.1K 0.03% 499
2018
Q3 		$253K Buy
+2,639
New +$256K 0.01% 446
2017
Q3 		– Sell
-3,820
Closed -$295K – 394
2017
Q2 		$295K Buy
+3,820
New +$271K 0.03% 323

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $60.6B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return