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SkyOak Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

SkyOak Wealth’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
2020
Q1 		– Sell
-4,786
Closed -$455K – 320
2019
Q4 		$455K Buy
+4,786
New +$414K 0.14% 178

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

SkyOak Wealth's XBI Position: Q1 2020 in Review

SkyOak Wealth sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2020, closing a stake of 4,786 shares — an estimated $455K sold.

SkyOak Wealth first reported a position in XBI in Q4 2019 and held it in 1 quarter. The position peaked at $455K in Q4 2019. 458 funds tracked by Wall St. Rank hold XBI as of Q1 2020.

  • SkyOak Wealth reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 4,786 State Street SPDR S&P Biotech ETF shares in Q1 2020, an estimated $455K.
  • SkyOak Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's State Street SPDR S&P Biotech ETF position peaked at $455K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.