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Heartwood Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-23
Closed -$2.31K – 607
2025
Q3 		$2.31K Buy
+23
New +$2.07K ﹤0.01% 484

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Heartwood Wealth Advisors's XBI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2025, closing a stake of 23 shares — an estimated $2.31K sold.

Heartwood Wealth Advisors first reported a position in XBI in Q3 2025 and held it in 1 quarter. The position peaked at $2.31K in Q3 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 23 State Street SPDR S&P Biotech ETF shares in Q4 2025, an estimated $2.31K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.31K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.