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Leo Wealth LLC’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Leo Wealth LLC’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
Q2 		– Sell
-4,275
Closed -$347K – 401
2025
Q1 		$347K Hold
4,275
– – 0.05% 204
2024
Q4 		$385K Sell
4,275
-6
-0.1% -$581 0.03% 256
2024
Q3 		$423K Buy
4,281
+1,002
+31% +$98.4K 0.04% 243
2024
Q2 		$304K Buy
3,279
+702
+27% +$62.9K 0.03% 269
2024
Q1 		$245K Buy
2,577
+260
+11% +$24.1K 0.03% 294
2023
Q4 		$207K Buy
+2,317
New +$172K 0.02% 309

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Leo Wealth LLC's XBI Position: Q2 2025 in Review

Leo Wealth LLC sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 4,275 shares — an estimated $347K sold.

Leo Wealth LLC first reported a position in XBI in Q4 2023 and held it in 6 quarters. The position peaked at $423K in Q3 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Leo Wealth LLC reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 4,275 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $347K.
  • Leo Wealth LLC first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and held it in 6 quarters.
  • Leo Wealth LLC's State Street SPDR S&P Biotech ETF position peaked at $423K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Leo Wealth LLC's 13F filing for Q2 2025, filed 24 Jul 2025.