Fairfield Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fairfield Financial Advisors’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	-75	Closed	-$6.76K	–	207
2024 Q4	$6.76K	Hold	75	–	–	﹤0.01%	216
2024 Q3	$7.42K	Sell	75 -8	-10%	-$786	﹤0.01%	234
2024 Q2	$7.71K	Buy	+83	New	+$7.44K	﹤0.01%	226
2023 Q4	$7.41K	Hold	83	–	–	﹤0.01%	255
2023 Q3	$6.06K	Hold	83	–	–	﹤0.01%	250
2023 Q2	$6.91K	Sell	83 -100	-55%	-$8.36K	﹤0.01%	261
2023 Q1	$13.7K	Hold	183	–	–	0.01%	216
2022 Q4	$15.2K	Sell	183 -692	-79%	-$56K	0.01%	186
2022 Q3	$69.4K	Hold	875	–	–	0.03%	100
2022 Q2	$65K	Sell	875 -616	-41%	-$46.2K	0.03%	101
2022 Q1	$134K	Buy	+1,491	New	+$138K	0.05%	74

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

Fairfield Financial Advisors's XBI Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 75 shares — an estimated $6.76K sold.

Fairfield Financial Advisors first reported a position in XBI in Q1 2022 and held it in 11 quarters. The position peaked at $134K in Q1 2022. 685 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Fairfield Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 75 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $6.76K.
Fairfield Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $134K in Q1 2022.
685 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.