Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LFA
Legend Financial Advisors’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
Legend Financial Advisors’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
-218
Closed
-$18.1K
–
165
2025
Q2
$18.1K
Buy
+218
New
+$17.4K
0.01%
92
2025
Q1
–
Sell
-218
Closed
-$19.6K
–
258
2024
Q4
$19.6K
Buy
218
+61
+39%
+$5.91K
0.01%
86
2024
Q3
$15.5K
Sell
157
-55
-26%
-$5.4K
0.01%
86
2024
Q2
$19.7K
Buy
212
+64
+43%
+$5.74K
0.01%
100
2024
Q1
$14K
Buy
148
+22
+17%
+$2.04K
0.01%
114
2023
Q4
$11.3K
Hold
126
–
–
0.01%
121
2023
Q3
$9.2K
Buy
126
+4
+3%
+$320
0.01%
139
2023
Q2
$10.2K
Sell
122
-156
-56%
-$13K
0.01%
149
2023
Q1
$21.2K
Sell
278
-15,384
-98%
-$1.28M
0.02%
101
2022
Q4
$1.3M
Sell
15,662
-13
-0.1%
-$1.05K
1.14%
17
2022
Q3
$1.24M
Buy
+15,675
New
+$1.32M
1.17%
17
Other funds holding XBI
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close