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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
2018
Q3 		– Sell
-500
Closed -$48K – 2529
2018
Q2 		$48K Buy
+500
New +$46K ﹤0.01% 995

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 $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $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
Two Sigma Advisers
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.