IFG Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

IFG Advisory’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	-2,954	Closed	-$266K	–	728
2024 Q4	$266K	Buy	+2,954	New	+$286K	0.02%	561
2024 Q3	–	Sell	-2,595	Closed	-$241K	–	630
2024 Q2	$241K	Buy	+2,595	New	+$233K	0.02%	557
2022 Q4	–	Sell	-3,047	Closed	-$241K	–	545
2022 Q3	$241K	Buy	+3,047	New	+$257K	0.02%	460

Other funds holding XBI

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IFG Advisory's XBI Position: Q1 2025 in Review

IFG Advisory sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 2,954 shares — an estimated $266K sold.

IFG Advisory first reported a position in XBI in Q3 2022 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

IFG Advisory reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
IFG Advisory sold 2,954 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $266K.
IFG Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 3 quarters.
IFG Advisory's State Street SPDR S&P Biotech ETF position peaked at $266K in Q4 2024.
682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on IFG Advisory's 13F filing for Q1 2025, filed 8 May 2025.