Tru Independence Asset Management 2’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Tru Independence Asset Management 2’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	-125	Closed	-$18K	–	424
2020 Q4	$18K	Buy	+125	New	+$16K	0.02%	268

Other funds holding XBI

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

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

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

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

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

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

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

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

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

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

Tru Independence Asset Management 2's XBI Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 125 shares — an estimated $18K sold.

Tru Independence Asset Management 2 first reported a position in XBI in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 644 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 125 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $18K.
Tru Independence Asset Management 2 first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's State Street SPDR S&P Biotech ETF position peaked at $18K in Q4 2020.
644 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.