Stumpf Capital Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Stumpf Capital Management’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 Q3	$43K	Buy	+390	New	+$43.7K	0.08%	20
2019 Q1	–	Sell	-390	Closed	-$28K	–	27
2018 Q4	$28K	Hold	390	–	–	0.03%	22
2018 Q3	$37K	Hold	390	–	–	0.03%	22
2018 Q2	$37K	Hold	390	–	–	0.03%	21
2018 Q1	$34K	Hold	390	–	–	0.03%	21
2017 Q4	$33K	Buy	+390	New	+$32.7K	0.03%	20

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stumpf Capital Management's XBI Position: Q3 2020 in Review

Stumpf Capital Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2020: 390 shares worth $43K. The stake represents 0.08% of the portfolio and ranks #20 among its holdings. This is a return to the name: Stumpf Capital Management previously reported a position in XBI as recently as Q4 2018.

Stumpf Capital Management first reported a position in XBI in Q4 2017 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold XBI as of Q3 2020.

Stumpf Capital Management held 390 shares of State Street SPDR S&P Biotech ETF worth $43K as of Q3 2020.
State Street SPDR S&P Biotech ETF was a new Stumpf Capital Management position in Q3 2020.
State Street SPDR S&P Biotech ETF made up 0.08% of Stumpf Capital Management's portfolio in Q3 2020, its #20 holding.
Stumpf Capital Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 6 quarters since.
554 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.