Medallion Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Medallion Wealth 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 Q4	–	Sell	-176	Closed	-$17.6K	–	1145
2025 Q3	$17.6K	Hold	176	–	–	0.01%	653
2025 Q2	$14.6K	Buy	176 +11	+7%	+$878	0.01%	679
2025 Q1	$12.9K	Hold	165	–	–	0.01%	651
2024 Q4	$14.9K	Buy	+165	New	+$16K	0.01%	608

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

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

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Medallion Wealth Advisors's XBI Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2025, closing a stake of 176 shares — an estimated $17.6K sold.

Medallion Wealth Advisors first reported a position in XBI in Q4 2024 and held it in 4 quarters. The position peaked at $17.6K in Q3 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

Medallion Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2025 after selling out during the quarter.
Medallion Wealth Advisors sold 176 State Street SPDR S&P Biotech ETF shares in Q4 2025, an estimated $17.6K.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 4 quarters.
Medallion Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $17.6K in Q3 2025.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.