LAI
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Legal Advantage Investments’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Legal Advantage Investments’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
-19,965
Closed -$1.8M – 104
2024
Q4 		$1.8M Sell
19,965
-600
-3% -$58.1K 0.95% 35
2024
Q3 		$2.03M Sell
20,565
-550
-3% -$54K 1.12% 29
2024
Q2 		$1.96M Sell
21,115
-400
-2% -$35.9K 1.13% 31
2024
Q1 		$2.04M Sell
21,515
-375
-2% -$34.8K 1.14% 28
2023
Q4 		$1.95M Hold
21,890
– – 1.17% 25
2023
Q3 		$1.6M Sell
21,890
-700
-3% -$55.9K 1.14% 25
2023
Q2 		$1.88M Hold
22,590
– – 1.25% 24
2023
Q1 		$1.72M Buy
22,590
+130
+0.6% +$10.8K 1.26% 24
2022
Q4 		$1.86M Buy
22,460
+115
+0.5% +$9.31K 1.53% 21
2022
Q3 		$1.77M Buy
22,345
+690
+3% +$58.2K 1.66% 18
2022
Q2 		$1.61M Buy
21,655
+1,245
+6% +$93.5K 1.57% 19
2022
Q1 		$1.83M Hold
20,410
– – 1.38% 26
2021
Q4 		$2.29M Sell
20,410
-470
-2% -$56.7K 1.55% 20
2021
Q3 		$2.63M Buy
20,880
+600
+3% +$77.3K 1.76% 19
2021
Q2 		$2.75M Hold
20,280
– – 1.88% 17
2021
Q1 		$2.75M Buy
20,280
+100
+0.5% +$15K 2.06% 16
2020
Q4 		$2.84M Buy
+20,180
New +$2.58M 2.21% 15

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 $303B AUM 53.02% 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

Legal Advantage Investments's XBI Position: Q1 2025 in Review

Legal Advantage Investments sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 19,965 shares — an estimated $1.8M sold.

Legal Advantage Investments first reported a position in XBI in Q4 2020 and held it in 17 quarters. The position peaked at $2.84M in Q4 2020. 683 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

  • Legal Advantage Investments reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Legal Advantage Investments sold 19,965 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $1.8M.
  • Legal Advantage Investments first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 17 quarters.
  • Legal Advantage Investments's State Street SPDR S&P Biotech ETF position peaked at $2.84M in Q4 2020.
  • 683 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Legal Advantage Investments's 13F filing for Q1 2025, filed 13 May 2025.