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

CMH 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
Q2 		– Sell
-37,949
Closed -$3.08M – 59
2025
Q1 		$3.08M Sell
37,949
-186
-0.5% -$16.6K 0.77% 41
2024
Q4 		$3.43M Sell
38,135
-26,294
-41% -$2.55M 0.79% 42
2024
Q3 		$6.37M Sell
64,429
-1,424
-2% -$140K 1.5% 33
2024
Q2 		$6.11M Buy
65,853
+295
+0.4% +$26.4K 1.5% 34
2024
Q1 		$6.22M Sell
65,558
-8,278
-11% -$768K 1.58% 32
2023
Q4 		$6.59M Buy
73,836
+2,797
+4% +$208K 1.6% 28
2023
Q3 		$5.19M Buy
71,039
+8,812
+14% +$704K 1.45% 32
2023
Q2 		$5.18M Buy
62,227
+1,240
+2% +$104K 1.39% 32
2023
Q1 		$4.65M Buy
60,987
+1,335
+2% +$111K 1.34% 33
2022
Q4 		$4.95M Sell
59,652
-34
-0.1% -$2.75K 1.59% 30
2022
Q3 		$4.73M Sell
59,686
-489
-0.8% -$41.2K 1.74% 22
2022
Q2 		$4.47M Sell
60,175
-19,419
-24% -$1.46M 1.62% 20
2022
Q1 		$7.15M Buy
79,594
+13,593
+21% +$1.26M 2.2% 12
2021
Q4 		$7.39M Sell
66,001
-200
-0.3% -$24.1K 2.23% 15
2021
Q3 		$8.32M Buy
66,201
+3,044
+5% +$392K 2.73% 10
2021
Q2 		$8.55M Buy
63,157
+4,130
+7% +$543K 2.86% 10
2021
Q1 		$8.01M Buy
59,027
+201
+0.3% +$30.1K 3.02% 8
2020
Q4 		$8.28M Sell
58,826
-2,090
-3% -$268K 3.03% 10
2020
Q3 		$6.79M Buy
60,916
+3,075
+5% +$345K 2.9% 8
2020
Q2 		$6.47M Buy
57,841
+12,293
+27% +$1.21M 3.09% 8
2020
Q1 		$3.53M Buy
+45,548
New +$4.03M 2.06% 18

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CMH Wealth Management's XBI Position: Q2 2025 in Review

CMH Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 37,949 shares — an estimated $3.08M sold.

CMH Wealth Management first reported a position in XBI in Q1 2020 and held it in 21 quarters. The position peaked at $8.55M in Q2 2021. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • CMH Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • CMH Wealth Management sold 37,949 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $3.08M.
  • CMH Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and held it in 21 quarters.
  • CMH Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $8.55M in Q2 2021.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on CMH Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.