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

Heritage 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
Q2 		– Sell
-1,577
Closed -$128K – 596
2025
Q1 		$128K Hold
1,577
– – 0.01% 227
2024
Q4 		$142K Hold
1,577
– – 0.01% 230
2024
Q3 		$156K Buy
+1,577
New +$155K 0.01% 231

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $1.56T AUM 27.86% 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

Heritage Wealth Advisors's XBI Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 1,577 shares — an estimated $128K sold.

Heritage Wealth Advisors first reported a position in XBI in Q3 2024 and held it in 3 quarters. The position peaked at $156K in Q3 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,577 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $128K.
  • Heritage Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 3 quarters.
  • Heritage Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $156K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.