BRWA
XBI icon

B. Riley Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-1,251
Closed -$125K – 1168
2025
Q3 		$125K Buy
1,251
+136
+12% +$12.3K 0.01% 942
2025
Q2 		$92.5K Buy
+1,115
New +$89K ﹤0.01% 963
2024
Q4 		$830K Sell
9,211
-4,807
-34% -$466K 0.03% 514
2024
Q3 		$1.37M Sell
14,018
-3,235
-19% -$318K 0.04% 413
2024
Q2 		$1.6M Buy
17,253
+10,182
+144% +$913K 0.04% 401
2024
Q1 		$516K Buy
7,071
+933
+15% +$86.6K 0.01% 773
2023
Q4 		$548K Sell
6,138
-933
-13% -$69.3K 0.01% 761
2023
Q3 		$516K Sell
7,071
-999
-12% -$79.8K 0.01% 773
2023
Q2 		$671K Sell
8,070
-1,542
-16% -$129K 0.02% 732
2023
Q1 		$733K Buy
9,612
+1,185
+14% +$98.3K 0.02% 655
2022
Q4 		$699K Buy
8,427
+1,695
+25% +$137K 0.02% 662
2022
Q3 		$534K Sell
6,732
-866
-11% -$73K 0.02% 731
2022
Q2 		$565K Sell
7,598
-3,372
-31% -$253K 0.02% 607
2022
Q1 		$986K Buy
10,970
+1,963
+22% +$181K 0.03% 495
2021
Q4 		$1.01M Buy
9,007
+615
+7% +$74.2K 0.03% 530
2021
Q3 		$1.05M Sell
8,392
-92
-1% -$11.8K 0.03% 502
2021
Q2 		$1.15M Buy
8,484
+510
+6% +$67.1K 0.04% 476
2021
Q1 		$1.08M Buy
7,974
+810
+11% +$121K 0.04% 454
2020
Q4 		$1.01M Sell
7,164
-160
-2% -$20.5K 0.05% 325
2020
Q3 		$817K Sell
7,324
-473
-6% -$53K 0.04% 364
2020
Q2 		$873K Sell
7,797
-475
-6% -$46.8K 0.06% 304
2020
Q1 		$641K Sell
8,272
-2,498
-23% -$221K 0.05% 328
2019
Q4 		$1.02M Sell
10,770
-158
-1% -$13.7K 0.09% 241
2019
Q3 		$834K Sell
10,928
-713
-6% -$59.3K 0.08% 255
2019
Q2 		$1.02M Sell
11,641
-317
-3% -$27K 0.11% 202
2019
Q1 		$1.08M Sell
11,958
-469
-4% -$39.9K 0.14% 170
2018
Q4 		$892K Buy
12,427
+1,263
+11% +$102K 0.13% 175
2018
Q3 		$1.07M Buy
11,164
+567
+5% +$55K 0.13% 181
2018
Q2 		$1.01M Sell
10,597
-2,497
-19% -$229K 0.13% 180
2018
Q1 		$1.15M Buy
13,094
+65
+0.5% +$5.93K 0.16% 150
2017
Q4 		$1.11M Buy
13,029
+1,228
+10% +$103K 0.15% 163
2017
Q3 		$1.02M Sell
11,801
-6,626
-36% -$531K 0.17% 143
2017
Q2 		$1.42M Buy
18,427
+337
+2% +$23.9K 0.26% 111
2017
Q1 		$1.25M Buy
18,090
+8,181
+83% +$549K 0.25% 105
2016
Q4 		$587K Sell
9,909
-1,348
-12% -$83.2K 0.12% 207
2016
Q3 		$747K Sell
11,257
-849
-7% -$52.5K 0.15% 176
2016
Q2 		$655K Sell
12,106
-1,764
-13% -$96.7K 0.13% 195
2016
Q1 		$717K Buy
13,870
+235
+2% +$12.2K 0.17% 154
2015
Q4 		$958K Buy
13,635
+3,102
+29% +$212K 0.19% 138
2015
Q3 		$656K Buy
10,533
+5,247
+99% +$413K 0.16% 178
2015
Q2 		$445K Sell
5,286
-777
-13% -$60.4K 0.11% 234
2015
Q1 		$456K Buy
6,063
+4,098
+209% +$286K 0.11% 245
2014
Q4 		$122 Buy
+1,965
New +$112K ﹤0.01% 1613
2014
Q3 		– Sell
-2,268
Closed -$116K – 1913
2014
Q2 		$116K Buy
+2,268
New +$102K 0.03% 657

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

B. Riley Wealth Advisors's XBI Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2025, closing a stake of 1,251 shares — an estimated $125K sold.

B. Riley Wealth Advisors first reported a position in XBI in Q2 2014 and held it in 44 quarters. The position peaked at $1.6M in Q2 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,251 State Street SPDR S&P Biotech ETF shares in Q4 2025, an estimated $125K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2014 and held it in 44 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.6M in Q2 2024.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.