Econ Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Econ Financial Services’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	-24,367	Closed	-$2.02M	–	107
2025 Q2	$2.02M	Sell	24,367 -1,067	-4%	-$85.1K	1.04%	32
2025 Q1	$2.06M	Buy	25,434 +3,824	+18%	+$342K	1.1%	30
2024 Q4	$1.95M	Buy	+21,610	New	+$2.09M	1.12%	30
2022 Q3	–	Sell	-8,382	Closed	-$623K	–	110
2022 Q2	$623K	Buy	8,382 +576	+7%	+$43.2K	0.5%	48
2022 Q1	$702K	Buy	+7,806	New	+$721K	0.52%	44

Other funds holding XBI

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

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

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

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Econ Financial Services's XBI Position: Q3 2025 in Review

Econ Financial Services sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 24,367 shares — an estimated $2.02M sold.

Econ Financial Services first reported a position in XBI in Q1 2022 and held it in 5 quarters. The position peaked at $2.06M in Q1 2025. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

Econ Financial Services reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
Econ Financial Services sold 24,367 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $2.02M.
Econ Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 5 quarters.
Econ Financial Services's State Street SPDR S&P Biotech ETF position peaked at $2.06M in Q1 2025.
656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.