WCM
XBI icon

Whitener Capital Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Whitener Capital Management’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
2020
Q4 		– Sell
-2,455
Closed -$273K – 135
2020
Q3 		$273K Hold
2,455
– – 0.13% 104
2020
Q2 		$274K Buy
+2,455
New +$242K 0.14% 107
2020
Q1 		– Sell
-2,650
Closed -$252K – 138
2019
Q4 		$252K Buy
2,650
+60
+2% +$5.19K 0.13% 120
2019
Q3 		$197K Hold
2,590
– – 0.11% 127
2019
Q2 		$227K Buy
2,590
+400
+18% +$34.1K 0.13% 119
2019
Q1 		$198K Hold
2,190
– – 0.13% 120
2018
Q4 		$157K Hold
2,190
– – 0.12% 128
2018
Q3 		$209K Hold
2,190
– – 0.14% 121
2018
Q2 		$208K Hold
2,190
– – 0.16% 119
2018
Q1 		$192K Hold
2,190
– – 0.15% 119
2017
Q4 		$185K Buy
+2,190
New +$183K 0.16% 116

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return