Clear Harbor Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Clear Harbor Asset Management’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
2022 Q1	–	Sell	-2,500	Closed	-$280K	–	452
2021 Q4	$280K	Buy	+2,500	New	+$302K	0.03%	311

Other funds holding XBI

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

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

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

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

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

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Clear Harbor Asset Management's XBI Position: Q1 2025 in Review

Clear Harbor Asset Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 3,075 shares — an estimated $277K sold.

Clear Harbor Asset Management first reported a position in XBI in Q3 2020 and held it in 12 quarters. The position peaked at $408K in Q2 2022. 683 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Clear Harbor Asset Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Clear Harbor Asset Management sold 3,075 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $277K.
Clear Harbor Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and held it in 12 quarters.
Clear Harbor Asset Management's State Street SPDR S&P Biotech ETF position peaked at $408K in Q2 2022.
683 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Clear Harbor Asset Management's 13F filing for Q1 2025, filed 15 May 2025.