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 $86.4B AUM 59.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wealthstreet Investment Advisors's XBI Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2021, closing a stake of 18,800 shares — an estimated $2.55M sold.

Wealthstreet Investment Advisors first reported a position in XBI in Q4 2017 and held it in 14 quarters. The position peaked at $2.65M in Q4 2020. 663 funds tracked by Wall St. Rank hold XBI as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 18,800 State Street SPDR S&P Biotech ETF shares in Q2 2021, an estimated $2.55M.
Wealthstreet Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.65M in Q4 2020.
663 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.