Mesirow Institutional Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Mesirow Institutional Investment 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
2024 Q4	$492K	Hold	5,465	–	–	0.04%	121
2024 Q3	$540K	Hold	5,465	–	–	0.04%	120
2024 Q2	$507K	Sell	5,465 -100	-2%	-$8.97K	0.04%	114
2024 Q1	$528K	Hold	5,565	–	–	0.05%	110
2023 Q4	$497K	Buy	5,565 +170	+3%	+$12.6K	0.05%	106
2023 Q3	$394K	Buy	5,395 +440	+9%	+$35.1K	0.04%	112
2023 Q2	$412K	Buy	4,955 +140	+3%	+$11.7K	0.04%	108
2023 Q1	$367K	Buy	4,815 +70	+1%	+$5.81K	0.04%	137
2022 Q4	$394K	Buy	4,745 +1,240	+35%	+$100K	0.05%	109
2022 Q3	$278K	Buy	+3,505	New	+$295K	0.04%	106

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Mesirow Institutional Investment Management's XBI Position: Q4 2024 in Review

Mesirow Institutional Investment Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q4 2024 at 5,465 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #121.

Mesirow Institutional Investment Management first reported a position in XBI in Q3 2022 and has held it in 10 quarters since. The position peaked at $540K in Q3 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

Mesirow Institutional Investment Management held 5,465 shares of State Street SPDR S&P Biotech ETF worth $492K as of Q4 2024.
Mesirow Institutional Investment Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q4 2024.
State Street SPDR S&P Biotech ETF made up 0.04% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #121 holding.
Mesirow Institutional Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and has held it in 10 quarters since.
Mesirow Institutional Investment Management's State Street SPDR S&P Biotech ETF position peaked at $540K in Q3 2024.
738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.