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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's XBI Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 4,382 shares — an estimated $617K sold.

Simplicity Solutions first reported a position in XBI in Q2 2017 and held it in 8 quarters. The position peaked at $617K in Q4 2020. 643 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 4,382 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $617K.
Simplicity Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and held it in 8 quarters.
Simplicity Solutions's State Street SPDR S&P Biotech ETF position peaked at $617K in Q4 2020.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.