Advisor Resource Council’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-5,217	Closed	-$423K	–	608
2025 Q1	$423K	Buy	+5,217	New	+$466K	0.03%	393
2024 Q4	–	Sell	-2,628	Closed	-$260K	–	277
2024 Q3	$260K	Buy	+2,628	New	+$258K	0.12%	188
2024 Q1	–	Sell	-5,241	Closed	-$468K	–	542
2023 Q4	$468K	Buy	+5,241	New	+$389K	0.05%	275
2022 Q3	–	Sell	-8,395	Closed	-$624K	–	521
2022 Q2	$624K	Buy	+8,395	New	+$630K	0.06%	257
2022 Q1	–	Sell	-21,503	Closed	-$2.41M	–	567
2021 Q4	$2.41M	Buy	+21,503	New	+$2.59M	0.19%	113

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Advisor Resource Council's XBI Position: Q2 2025 in Review

Advisor Resource Council sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 5,217 shares — an estimated $423K sold.

Advisor Resource Council first reported a position in XBI in Q4 2021 and held it in 5 quarters. The position peaked at $2.41M in Q4 2021. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

Advisor Resource Council reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 5,217 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $423K.
Advisor Resource Council first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and held it in 5 quarters.
Advisor Resource Council's State Street SPDR S&P Biotech ETF position peaked at $2.41M in Q4 2021.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.