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Accredited Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Accredited Wealth 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
2025
Q3 		$308K Sell
82
-3,843
-98% -$346K 0.23% 56
2025
Q2 		$326K Buy
3,925
+3,900
+15,600% +$311K 0.26% 53
2025
Q1 		$2.03K Sell
25
-770
-97% -$68.8K ﹤0.01% 328
2024
Q4 		$71.6K Buy
+795
New +$77K 0.06% 119

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Accredited Wealth Management's XBI Position: Q3 2025 in Review

Accredited Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 98% in Q3 2025, selling an estimated $346K and leaving 82 shares worth $308K. The position accounts for 0.23% of the portfolio, ranked #56.

Accredited Wealth Management first reported a position in XBI in Q4 2024 and has held it in 4 quarters since. The position peaked at $326K in Q2 2025. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • Accredited Wealth Management held 82 shares of State Street SPDR S&P Biotech ETF worth $308K as of Q3 2025.
  • Accredited Wealth Management sold 3,843 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $346K.
  • State Street SPDR S&P Biotech ETF made up 0.23% of Accredited Wealth Management's portfolio in Q3 2025, its #56 holding.
  • Accredited Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $326K in Q2 2025.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.