LDB
XBI icon

Lee, Danner & Bass’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Lee, Danner & Bass’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
-419
Closed -$37.7K – 717
2024
Q4 		$37.7K Buy
+419
New +$40.6K ﹤0.01% 380

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

Lee, Danner & Bass's XBI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 419 shares — an estimated $37.7K sold.

Lee, Danner & Bass first reported a position in XBI in Q4 2024 and held it in 1 quarter. The position peaked at $37.7K in Q4 2024. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 419 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $37.7K.
  • Lee, Danner & Bass first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR S&P Biotech ETF position peaked at $37.7K in Q4 2024.
  • 682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.