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Jackson Grant Investment Advisers’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Jackson Grant Investment Advisers’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
-213
Closed -$19.2K – 397
2024
Q4 		$19.2K Hold
213
– – 0.01% 227
2024
Q3 		$21K Hold
213
– – 0.01% 228
2024
Q2 		$19.7K Hold
213
– – 0.01% 232
2024
Q1 		$20.2K Buy
+213
New +$19.8K 0.01% 220

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Jackson Grant Investment Advisers's XBI Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 213 shares — an estimated $19.2K sold.

Jackson Grant Investment Advisers first reported a position in XBI in Q1 2024 and held it in 4 quarters. The position peaked at $21K in Q3 2024. 683 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

  • Jackson Grant Investment Advisers reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 213 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $19.2K.
  • Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's State Street SPDR S&P Biotech ETF position peaked at $21K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.