IronBridge Private Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

IronBridge Private Wealth’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	-20,662	Closed	-$1.68M	–	53
2025 Q1	$1.68M	Sell	20,662 -46,524	-69%	-$4.16M	0.66%	31
2024 Q4	$6.05M	Sell	67,186 -2,052	-3%	-$199K	2.22%	13
2024 Q3	$6.84M	Sell	69,238 -4,122	-6%	-$405K	2.55%	11
2024 Q2	$6.8M	Buy	73,360 +830	+1%	+$74.4K	2.55%	14
2024 Q1	$6.88M	Sell	72,530 -2,003	-3%	-$186K	2.85%	12
2023 Q4	$6.66M	Buy	74,533 +20,477	+38%	+$1.52M	3.24%	10
2023 Q3	$3.95M	Buy	+54,056	New	+$4.32M	2.14%	14

Other funds holding XBI

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

IronBridge Private Wealth's XBI Position: Q2 2025 in Review

IronBridge Private Wealth sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 20,662 shares — an estimated $1.68M sold.

IronBridge Private Wealth first reported a position in XBI in Q3 2023 and held it in 7 quarters. The position peaked at $6.88M in Q1 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

IronBridge Private Wealth reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
IronBridge Private Wealth sold 20,662 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $1.68M.
IronBridge Private Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and held it in 7 quarters.
IronBridge Private Wealth's State Street SPDR S&P Biotech ETF position peaked at $6.88M in Q1 2024.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.