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

MGB 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 Q4	$197K	Buy	+1,619	New	+$186K	0.06%	222
2024 Q4	–	Sell	-1,500	Closed	-$148K	–	304
2024 Q3	$148K	Hold	1,500	–	–	0.05%	203
2024 Q2	$148K	Hold	1,500	–	–	0.06%	203
2024 Q1	$142K	Hold	1,500	–	–	0.06%	195
2023 Q4	$134K	Buy	+1,500	New	+$111K	0.07%	192

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

MGB Wealth Management's XBI Position: Q4 2025 in Review

MGB Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q4 2025: 1,619 shares worth $197K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings. This is a return to the name: MGB Wealth Management previously reported a position in XBI as recently as Q3 2024.

MGB Wealth Management first reported a position in XBI in Q4 2023 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

MGB Wealth Management held 1,619 shares of State Street SPDR S&P Biotech ETF worth $197K as of Q4 2025.
State Street SPDR S&P Biotech ETF was a new MGB Wealth Management position in Q4 2025.
State Street SPDR S&P Biotech ETF made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #222 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 5 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.