Coppell Advisory Solutions’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-22	Closed	-$2.08K	–	1902
2024 Q4	$2.08K	Hold	22	–	–	﹤0.01%	1531
2024 Q3	$2.02K	Hold	22	–	–	﹤0.01%	1444
2024 Q2	$2.04K	Buy	+22	New	+$1.97K	﹤0.01%	1378
2023 Q4	$1.96K	Hold	22	–	–	﹤0.01%	1297
2023 Q3	$1.83K	Hold	22	–	–	﹤0.01%	870
2023 Q2	$1.82K	Buy	+22	New	+$1.84K	﹤0.01%	1036
2023 Q1	–	Sell	-22	Closed	-$1.83K	–	1101
2022 Q4	$1.83K	Buy	+22	New	+$1.78K	﹤0.01%	871

Other funds holding XBI

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

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

Citigroup New York $303B AUM 53.02% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Coppell Advisory Solutions's XBI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 22 shares — an estimated $2.08K sold.

Coppell Advisory Solutions first reported a position in XBI in Q4 2022 and held it in 7 quarters. The position peaked at $2.08K in Q4 2024. 685 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 22 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $2.08K.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR S&P Biotech ETF position peaked at $2.08K in Q4 2024.
685 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.