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WIA
Wealthstreet Investment Advisors’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
Wealthstreet Investment Advisors’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
2021
Q2
–
Sell
-18,800
Closed
-$2.55M
–
330
2021
Q1
$2.55M
Sell
18,800
-25
-0.1%
-$3.74K
0.25%
97
2020
Q4
$2.65M
Sell
18,825
-144
-0.8%
-$18.4K
0.27%
83
2020
Q3
$2.11M
Sell
18,969
-200
-1%
-$22.4K
0.24%
98
2020
Q2
$2.15M
Sell
19,169
-175
-0.9%
-$17.2K
0.26%
90
2020
Q1
$1.5M
Sell
19,344
-825
-4%
-$73.1K
0.22%
101
2019
Q4
$1.92M
Hold
20,169
–
–
0.22%
102
2019
Q3
$1.66M
Hold
20,169
–
–
0.21%
104
2019
Q2
$1.77M
Sell
20,169
-225
-1%
-$19.2K
0.23%
104
2019
Q1
$1.85M
Buy
20,394
+294
+1%
+$25K
0.24%
103
2018
Q4
$1.61M
Buy
20,100
+1,020
+5%
+$82.2K
0.23%
102
2018
Q3
$1.83M
Sell
19,080
-135
-0.7%
-$13.1K
0.23%
100
2018
Q2
$1.83M
Buy
19,215
+50
+0.3%
+$4.59K
0.24%
101
2018
Q1
$1.68M
Buy
19,165
+185
+1%
+$16.9K
0.21%
112
2017
Q4
$1.61M
Buy
+18,980
New
+$1.59M
0.2%
118
Other funds holding XBI
Toronto Dominion Bank
Toronto, Ontario, Ontario, Canada
$51.9B AUM
40.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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