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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return