Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-25	Closed	-$2K	–	1246
2024 Q3	$2K	Hold	25	–	–	﹤0.01%	1072
2024 Q2	$2K	Hold	25	–	–	﹤0.01%	1101
2024 Q1	$2.37K	Hold	25	–	–	﹤0.01%	1031
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	1034
2023 Q3	$1.83K	Buy	+25	New	+$2K	﹤0.01%	1082
2023 Q1	$12K	Buy	+156	New	+$12.9K	﹤0.01%	770
2022 Q4	–	Sell	-156	Closed	-$12K	–	1178
2022 Q3	$12K	Buy	+156	New	+$13.2K	﹤0.01%	694

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XBI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 25 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in XBI in Q3 2022 and held it in 7 quarters. The position peaked at $12K in Q1 2023. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 25 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $2K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Biotech ETF position peaked at $12K in Q1 2023.
738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.