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Vantage Financial Partners (Illinois)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Vantage Financial Partners (Illinois)’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
Q4 		– Sell
-1,910
Closed -$213K – 86
2020
Q3 		$213K Buy
1,910
+75
+4% +$8.41K 0.13% 71
2020
Q2 		$205K Buy
+1,835
New +$181K 0.13% 69

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s XBI Position: Q4 2020 in Review

Vantage Financial Partners (Illinois) sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2020, closing a stake of 1,910 shares — an estimated $213K sold.

Vantage Financial Partners (Illinois) first reported a position in XBI in Q2 2020 and held it in 2 quarters. The position peaked at $213K in Q3 2020. 654 funds tracked by Wall St. Rank hold XBI as of Q4 2020.

  • Vantage Financial Partners (Illinois) reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2020 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 1,910 State Street SPDR S&P Biotech ETF shares in Q4 2020, an estimated $213K.
  • Vantage Financial Partners (Illinois) first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and held it in 2 quarters.
  • Vantage Financial Partners (Illinois)'s State Street SPDR S&P Biotech ETF position peaked at $213K in Q3 2020.
  • 654 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2020.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q4 2020, filed 5 Feb 2021.