tru Independence’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

tru Independence’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 Q2	–	Sell	-378,743	Closed	-$21.5M	–	932
2020 Q1	$21.5M	Buy	378,743 +265,559	+235%	+$23.5M	3.5%	5
2019 Q4	$8.77M	Buy	+113,184	New	+$9.79M	1.26%	22

Other funds holding XBI

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

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

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

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

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

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

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

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

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

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

tru Independence's XBI Position: Q2 2020 in Review

tru Independence sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2020, closing a stake of 378,743 shares — an estimated $21.5M sold.

tru Independence first reported a position in XBI in Q4 2019 and held it in 2 quarters. The position peaked at $21.5M in Q1 2020. 525 funds tracked by Wall St. Rank hold XBI as of Q2 2020.

tru Independence reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2020 after selling out during the quarter.
tru Independence sold 378,743 State Street SPDR S&P Biotech ETF shares in Q2 2020, an estimated $21.5M.
tru Independence first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 2 quarters.
tru Independence's State Street SPDR S&P Biotech ETF position peaked at $21.5M in Q1 2020.
525 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2020.

Based on tru Independence's 13F filing for Q2 2020, filed 19 Aug 2020.