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WA
WFG Advisors’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
WFG 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
2017
Q2
$12K
Sell
150
-1,100
-88%
-$78K
﹤0.01%
1096
2017
Q1
$87K
Sell
1,250
-300
-19%
-$20.1K
0.02%
514
2016
Q4
$92K
Sell
1,550
-495
-24%
-$30.6K
0.02%
545
2016
Q3
$136K
Buy
2,045
+1,820
+809%
+$113K
0.03%
453
2016
Q2
$12K
Hold
225
–
–
﹤0.01%
1053
2016
Q1
$12K
Sell
225
-747
-77%
-$38.8K
﹤0.01%
1017
2015
Q4
$68K
Sell
972
-920
-49%
-$62.7K
0.02%
572
2015
Q3
$118K
Buy
1,892
+14
+0.7%
+$1.1K
0.04%
420
2015
Q2
$158K
Buy
1,878
+933
+99%
+$72.6K
0.04%
406
2015
Q1
$71K
Sell
945
-1,485
-61%
-$104K
0.02%
638
2014
Q4
$151K
Sell
2,430
-3,108
-56%
-$177K
0.03%
519
2014
Q3
$288K
Sell
5,538
-1,896
-26%
-$96.7K
0.05%
363
2014
Q2
$382K
Sell
7,434
-3
-0%
-$135
0.07%
313
2014
Q1
$353K
Buy
7,437
+3,201
+76%
+$164K
0.07%
317
2013
Q4
$184K
Buy
4,236
+630
+17%
+$26.1K
0.03%
542
2013
Q3
$155K
Hold
3,606
–
–
0.02%
566
2013
Q2
$125K
Buy
+3,606
New
+$127K
0.02%
587
Other funds holding XBI
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
QIM
Quantitative Investment Management
Charlottesville, Virginia
$963M AUM
12.95%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
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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