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Financial Advocates Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Advocates Investment 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
-3,767
Closed -$306K – 788
2025
Q1 		$306K Buy
3,767
+68
+2% +$6.08K 0.02% 559
2024
Q4 		$333K Sell
3,699
-8,269
-69% -$801K 0.02% 571
2024
Q3 		$1.3M Buy
+11,968
New +$1.18M 0.07% 251
2024
Q2 		– Sell
-6,413
Closed -$605K – 835
2024
Q1 		$605K Buy
6,413
+798
+14% +$74K 0.04% 421
2023
Q4 		$534K Buy
5,615
+2,440
+77% +$181K 0.03% 417
2023
Q3 		$364K Buy
+3,175
New +$254K 0.03% 482
2023
Q1 		– Sell
-5,876
Closed -$488K – 829
2022
Q4 		$488K Sell
5,876
-3,580
-38% -$290K 0.04% 454
2022
Q3 		$585K Buy
9,456
+1,827
+24% +$154K 0.05% 375
2022
Q2 		$567K Buy
7,629
+1,148
+18% +$86.2K 0.05% 377
2022
Q1 		$582K Buy
+6,481
New +$598K 0.04% 409
2021
Q2 		– Sell
-3,284
Closed -$432K – 847
2021
Q1 		$453K Sell
3,284
-1,201
-27% -$180K 0.03% 504
2020
Q4 		$368K Buy
+4,485
New +$574K 0.03% 517

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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 $1.81T AUM 41.13% 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

Financial Advocates Investment Management's XBI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 3,767 shares — an estimated $306K sold.

Financial Advocates Investment Management first reported a position in XBI in Q4 2020 and held it in 12 quarters. The position peaked at $1.3M in Q3 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,767 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $306K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P Biotech ETF position peaked at $1.3M in Q3 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.