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ClientFirst Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

ClientFirst Wealth 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
2025
Q3 		– Sell
-3,150
Closed -$261K – 50
2025
Q2 		$261K Hold
3,150
– – 0.27% 41
2025
Q1 		$255K Hold
3,150
– – 0.29% 39
2024
Q4 		$284K Buy
+3,150
New +$305K 0.29% 34

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

ClientFirst Wealth Management's XBI Position: Q3 2025 in Review

ClientFirst Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 3,150 shares — an estimated $261K sold.

ClientFirst Wealth Management first reported a position in XBI in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • ClientFirst Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
  • ClientFirst Wealth Management sold 3,150 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $261K.
  • ClientFirst Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 3 quarters.
  • ClientFirst Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $284K in Q4 2024.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on ClientFirst Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.