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Interactive Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Interactive Financial 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
Q1 		– Sell
-7,033
Closed -$633K – 88
2024
Q4 		$633K Sell
7,033
-44
-0.6% -$4.26K 0.33% 51
2024
Q3 		$699K Sell
7,077
-273
-4% -$26.8K 0.36% 47
2024
Q2 		$681K Sell
7,350
-150
-2% -$13.4K 0.38% 45
2024
Q1 		$712K Buy
7,500
+4,159
+124% +$386K 0.39% 43
2023
Q4 		$584K Sell
3,341
-4,087
-55% -$304K 0.31% 47
2023
Q3 		$542K Sell
7,428
-259
-3% -$20.7K 0.37% 45
2023
Q2 		$640K Sell
7,687
-941
-11% -$78.7K 0.43% 44
2023
Q1 		$658K Buy
8,628
+156
+2% +$12.9K 0.42% 43
2022
Q4 		$703K Buy
8,472
+506
+6% +$41K 0.42% 46
2022
Q3 		$632K Buy
7,966
+65
+0.8% +$5.48K 0.37% 47
2022
Q2 		$598K Buy
7,901
+1,383
+21% +$104K 0.3% 44
2022
Q1 		$585K Sell
6,518
-333
-5% -$30.8K 0.27% 52
2021
Q4 		$767K Buy
6,851
+427
+7% +$51.5K 0.29% 48
2021
Q3 		$808K Buy
6,424
+357
+6% +$46K 0.35% 46
2021
Q2 		$821K Buy
6,067
+134
+2% +$17.6K 0.33% 46
2021
Q1 		$805K Sell
5,933
-222
-4% -$33.2K 0.34% 45
2020
Q4 		$867K Sell
6,155
-420
-6% -$53.8K 0.39% 42
2020
Q3 		$733K Sell
6,575
-258
-4% -$28.9K 0.36% 41
2020
Q2 		$765K Buy
6,833
+114
+2% +$11.2K 0.38% 37
2020
Q1 		$520K Sell
6,719
-863
-11% -$76.4K 0.46% 26
2019
Q4 		$721K Buy
7,582
+6
+0.1% +$519 0.32% 42
2019
Q3 		$578K Sell
7,576
-28
-0.4% -$2.33K 0.27% 42
2019
Q2 		$667K Buy
+7,604
New +$649K 0.31% 40

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Interactive Financial Advisors's XBI Position: Q1 2025 in Review

Interactive Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 7,033 shares — an estimated $633K sold.

Interactive Financial Advisors first reported a position in XBI in Q2 2019 and held it in 23 quarters. The position peaked at $867K in Q4 2020. 685 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

  • Interactive Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Interactive Financial Advisors sold 7,033 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $633K.
  • Interactive Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and held it in 23 quarters.
  • Interactive Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $867K in Q4 2020.
  • 685 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Interactive Financial Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.