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

Congress 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	$1.87M	Buy	22,517 +496	+2%	+$39.6K	0.02%	568
2025 Q1	$1.79M	Buy	22,021 +1,585	+8%	+$142K	0.02%	517
2024 Q4	$1.84M	Sell	20,436 -6,008	-23%	-$582K	0.03%	422
2024 Q3	$2.61M	Buy	26,444 +727	+3%	+$71.4K	0.03%	383
2024 Q2	$2.38M	Buy	25,717 +295	+1%	+$26.4K	0.04%	332
2024 Q1	$2.41M	Sell	25,422 -656	-3%	-$60.9K	0.04%	294
2023 Q4	$2.33M	Sell	26,078 -255,178	-91%	-$19M	0.04%	299
2023 Q3	$20.5M	Buy	281,256 +10,565	+4%	+$844K	0.42%	51
2023 Q2	$22.5M	Buy	270,691 +198,923	+277%	+$16.6M	0.52%	41
2023 Q1	$5.47M	Buy	71,768 +3,286	+5%	+$273K	0.13%	180
2022 Q4	$5.68M	Sell	68,482 -458	-0.7%	-$37.1K	0.15%	177
2022 Q3	$5.47M	Sell	68,940 -466	-0.7%	-$39.3K	0.15%	174
2022 Q2	$5.16M	Buy	69,406 +59,885	+629%	+$4.5M	0.13%	180
2022 Q1	$856K	Buy	+9,521	New	+$879K	0.02%	377

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Congress Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.3% in Q2 2025, buying an estimated $39.6K and bringing the position to 22,517 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #568.

Congress Wealth Management first reported a position in XBI in Q1 2022 and has held it in 14 quarters since. The position peaked at $22.5M in Q2 2023. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

Congress Wealth Management held 22,517 shares of State Street SPDR S&P Biotech ETF worth $1.87M as of Q2 2025.
Congress Wealth Management bought 496 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $39.6K.
State Street SPDR S&P Biotech ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #568 holding.
Congress Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 14 quarters since.
Congress Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $22.5M in Q2 2023.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.