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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 – 2118
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return