Winslow Evans & Crocker’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Winslow Evans & Crocker’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	$224K	Buy	+1,593	New	+$204K	0.04%	319
2020 Q3	–	Sell	-40	Closed	-$4K	–	1172
2020 Q2	$4K	Hold	40	–	–	﹤0.01%	947
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	951
2019 Q4	$4K	Hold	40	–	–	﹤0.01%	1042
2019 Q3	$4K	Sell	40 -36	-47%	-$2.99K	﹤0.01%	1035
2019 Q2	$8K	Hold	76	–	–	﹤0.01%	896
2019 Q1	$8K	Hold	76	–	–	﹤0.01%	893
2018 Q4	$6K	Sell	76 -124	-62%	-$9.99K	﹤0.01%	903
2018 Q3	$20K	Buy	200 +34	+20%	+$3.3K	0.01%	669
2018 Q2	$16K	Buy	166 +50	+43%	+$4.59K	0.01%	728
2018 Q1	$10.1K	Buy	+116	New	+$10.6K	﹤0.01%	788

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 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 $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Winslow Evans & Crocker's XBI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q4 2020: 1,593 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #319 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in XBI as recently as Q2 2020.

Winslow Evans & Crocker first reported a position in XBI in Q1 2018 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold XBI as of Q4 2020.

Winslow Evans & Crocker held 1,593 shares of State Street SPDR S&P Biotech ETF worth $224K as of Q4 2020.
State Street SPDR S&P Biotech ETF was a new Winslow Evans & Crocker position in Q4 2020.
State Street SPDR S&P Biotech ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #319 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 11 quarters since.
654 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.