Wealthspire Advisors (Maryland)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-224	Closed	-$20K	–	2074
2019 Q1	$20K	Sell	224 -21	-9%	-$1.79K	﹤0.01%	1286
2018 Q4	$18K	Sell	245 -447	-65%	-$36K	﹤0.01%	1254
2018 Q3	$66K	Sell	692 -26	-4%	-$2.52K	0.01%	868
2018 Q2	$68K	Sell	718 -241	-25%	-$22.1K	0.01%	866
2018 Q1	$84K	Sell	959 -627	-40%	-$57.2K	0.01%	777
2017 Q4	$135K	Sell	1,586 -270	-15%	-$22.6K	0.01%	607
2017 Q3	$161K	Sell	1,856 -1,927	-51%	-$154K	0.02%	552
2017 Q2	$292K	Sell	3,783 -2,422	-39%	-$172K	0.03%	345
2017 Q1	$430K	Buy	+6,205	New	+$417K	0.06%	212

Other funds holding XBI

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XBI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2019, closing a stake of 224 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in XBI in Q1 2017 and held it in 9 quarters. The position peaked at $430K in Q1 2017. 424 funds tracked by Wall St. Rank hold XBI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 224 State Street SPDR S&P Biotech ETF shares in Q2 2019, an estimated $20K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Biotech ETF in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Biotech ETF position peaked at $430K in Q1 2017.
424 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.