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Albion Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Albion Financial Group’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
-75
Closed -$6.08K – 623
2025
Q1 		$6.08K Sell
75
-1,682
-96% -$150K ﹤0.01% 399
2024
Q4 		$158K Buy
+1,757
New +$170K 0.01% 185
2024
Q2 		– Sell
-70
Closed -$6.64K – 536
2024
Q1 		$6.64K Sell
70
-704
-91% -$65.3K ﹤0.01% 342
2023
Q4 		$69.1K Buy
+774
New +$57.5K 0.01% 214

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Albion Financial Group's XBI Position: Q2 2025 in Review

Albion Financial Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 75 shares — an estimated $6.08K sold.

Albion Financial Group first reported a position in XBI in Q4 2023 and held it in 4 quarters. The position peaked at $158K in Q4 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Albion Financial Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • Albion Financial Group sold 75 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $6.08K.
  • Albion Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and held it in 4 quarters.
  • Albion Financial Group's State Street SPDR S&P Biotech ETF position peaked at $158K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.