MassMutual Private Wealth & Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

MassMutual Private Wealth & Trust’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	-36	Closed	-$3.24K	–	2504
2024 Q4	$3.24K	Buy	+36	New	+$3.49K	﹤0.01%	1688
2023 Q4	–	Sell	-603	Closed	-$44K	–	2110
2023 Q3	$44K	Hold	603	–	–	﹤0.01%	618
2023 Q2	$50.2K	Hold	603	–	–	﹤0.01%	545
2023 Q1	$46K	Hold	603	–	–	﹤0.01%	540
2022 Q4	$50K	Hold	603	–	–	﹤0.01%	482
2022 Q3	$48K	Hold	603	–	–	﹤0.01%	469
2022 Q2	$45K	Hold	603	–	–	﹤0.01%	478
2022 Q1	$54K	Hold	603	–	–	﹤0.01%	459
2021 Q4	$68K	Sell	603 -107	-15%	-$12.9K	﹤0.01%	453
2021 Q3	$89K	Hold	710	–	–	﹤0.01%	407
2021 Q2	$96K	Buy	710 +680	+2,267%	+$89.4K	﹤0.01%	407
2021 Q1	$4K	Buy	+30	New	+$4.49K	﹤0.01%	780

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

MassMutual Private Wealth & Trust's XBI Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 36 shares — an estimated $3.24K sold.

MassMutual Private Wealth & Trust first reported a position in XBI in Q1 2021 and held it in 12 quarters. The position peaked at $96K in Q2 2021. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 36 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $3.24K.
MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and held it in 12 quarters.
MassMutual Private Wealth & Trust's State Street SPDR S&P Biotech ETF position peaked at $96K in Q2 2021.
682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.