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

Summit Wealth Group’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 Q3	–	Sell	-48	Closed	-$6K	–	221
2021 Q2	$6K	Hold	48	–	–	0.01%	124
2021 Q1	$7K	Buy	+48	New	+$7.19K	0.01%	113

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

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

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

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

Summit Wealth Group's XBI Position: Q3 2021 in Review

Summit Wealth Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2021, closing a stake of 48 shares — an estimated $6K sold.

Summit Wealth Group first reported a position in XBI in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 635 funds tracked by Wall St. Rank hold XBI as of Q3 2021.

Summit Wealth Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 48 State Street SPDR S&P Biotech ETF shares in Q3 2021, an estimated $6K.
Summit Wealth Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's State Street SPDR S&P Biotech ETF position peaked at $7K in Q1 2021.
635 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.