Masso Torrence Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Masso Torrence Wealth Management’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	-33,437	Closed	-$2.71M	–	106
2025 Q1	$2.71M	Buy	33,437 +6,420	+24%	+$574K	1.45%	20
2024 Q4	$2.43M	Buy	27,017 +796	+3%	+$77.1K	1.28%	20
2024 Q3	$2.59M	Buy	26,221 +228	+0.9%	+$22.4K	1.4%	19
2024 Q2	$2.41M	Buy	25,993 +770	+3%	+$69K	1.34%	18
2024 Q1	$2.39M	Buy	+25,223	New	+$2.34M	1.42%	18
2023 Q1	–	Sell	-8,873	Closed	-$736K	–	98
2022 Q4	$736K	Buy	+8,873	New	+$718K	0.59%	42

Other funds holding XBI

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Masso Torrence Wealth Management's XBI Position: Q2 2025 in Review

Masso Torrence Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 33,437 shares — an estimated $2.71M sold.

Masso Torrence Wealth Management first reported a position in XBI in Q4 2022 and held it in 6 quarters. The position peaked at $2.71M in Q1 2025. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

Masso Torrence Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
Masso Torrence Wealth Management sold 33,437 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $2.71M.
Masso Torrence Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and held it in 6 quarters.
Masso Torrence Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $2.71M in Q1 2025.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.