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 $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Legend Financial Advisors's XBI Position: Q3 2025 in Review

Legend Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 218 shares — an estimated $18.1K sold.

Legend Financial Advisors first reported a position in XBI in Q3 2022 and held it in 11 quarters. The position peaked at $1.3M in Q4 2022. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

Legend Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 218 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $18.1K.
Legend Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.3M in Q4 2022.
656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.