Bristlecone Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bristlecone 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 Q3	$1.57M	Sell	15,623 -830	-5%	-$74.8K	0.13%	109
2025 Q2	$1.36M	Sell	16,453 -7,447	-31%	-$594K	0.11%	118
2025 Q1	$1.94M	Buy	23,900 +4,852	+25%	+$434K	0.16%	112
2024 Q4	$1.72M	Sell	19,048 -905	-5%	-$87.7K	0.13%	117
2024 Q3	$1.97M	Sell	19,953 -220	-1%	-$21.6K	0.16%	110
2024 Q2	$1.87M	Sell	20,173 -73	-0.4%	-$6.54K	0.16%	108
2024 Q1	$1.92M	Buy	20,246 +5,356	+36%	+$497K	0.17%	106
2023 Q4	$1.33M	Sell	14,890 -570	-4%	-$42.3K	0.13%	118
2023 Q3	$1.13M	Sell	15,460 -500	-3%	-$39.9K	0.13%	122
2023 Q2	$1.33M	Buy	15,960 +9,160	+135%	+$766K	0.13%	115
2023 Q1	$518K	Buy	+6,800	New	+$564K	0.06%	165

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bristlecone Advisors's XBI Position: Q3 2025 in Review

Bristlecone Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 5% in Q3 2025, selling an estimated $74.8K and leaving 15,623 shares worth $1.57M. The position accounts for 0.13% of the portfolio, ranked #109.

Bristlecone Advisors first reported a position in XBI in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q3 2024. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

Bristlecone Advisors held 15,623 shares of State Street SPDR S&P Biotech ETF worth $1.57M as of Q3 2025.
Bristlecone Advisors sold 830 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $74.8K.
State Street SPDR S&P Biotech ETF made up 0.13% of Bristlecone Advisors's portfolio in Q3 2025, its #109 holding.
Bristlecone Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2023 and has held it in 11 quarters since.
Bristlecone Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.97M in Q3 2024.
656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.