Intrepid Financial Planning Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Intrepid Financial Planning Group’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 Q3	–	Sell	-3,661	Closed	-$304K	–	134
2025 Q2	$304K	Hold	3,661	–	–	0.13%	96
2025 Q1	$297K	Sell	3,661 -350	-9%	-$31.3K	0.14%	92
2024 Q4	$361K	Sell	4,011 -410	-9%	-$39.7K	0.15%	87
2024 Q3	$437K	Sell	4,421 -220	-5%	-$21.6K	0.19%	76
2024 Q2	$430K	Hold	4,641	–	–	0.18%	78
2024 Q1	$440K	Sell	4,641 -375	-7%	-$34.8K	0.19%	79
2023 Q4	$448K	Sell	5,016 -50	-1%	-$3.71K	0.21%	72
2023 Q3	$370K	Hold	5,066	–	–	0.19%	74
2023 Q2	$421K	Sell	5,066 -60	-1%	-$5.02K	0.2%	73
2023 Q1	$391K	Sell	5,126 -68	-1%	-$5.64K	0.2%	72
2022 Q4	$431K	Sell	5,194 -563	-10%	-$45.6K	0.23%	65
2022 Q3	$457K	Buy	5,757 +10	+0.2%	+$843	0.26%	57
2022 Q2	$427K	Buy	+5,747	New	+$431K	0.23%	60

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Intrepid Financial Planning Group's XBI Position: Q3 2025 in Review

Intrepid Financial Planning Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 3,661 shares — an estimated $304K sold.

Intrepid Financial Planning Group first reported a position in XBI in Q2 2022 and held it in 13 quarters. The position peaked at $457K in Q3 2022. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

Intrepid Financial Planning Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 3,661 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $304K.
Intrepid Financial Planning Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and held it in 13 quarters.
Intrepid Financial Planning Group's State Street SPDR S&P Biotech ETF position peaked at $457K in Q3 2022.
656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2025, filed 13 Nov 2025.