Michelson Medical Research Foundation’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Michelson Medical Research Foundation’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	-19,300	Closed	-$1.57M	–	27
2025 Q1	$1.57M	Sell	19,300 -12,000	-38%	-$1.07M	1.31%	19
2024 Q4	$2.82M	Hold	31,300	–	–	2.36%	15
2024 Q3	$3.09M	Hold	31,300	–	–	2.18%	17
2024 Q2	$2.9M	Hold	31,300	–	–	2.49%	14
2024 Q1	$2.97M	Hold	31,300	–	–	1.8%	17
2023 Q4	$2.79M	Hold	31,300	–	–	1.84%	19
2023 Q3	$2.29M	Hold	31,300	–	–	1.54%	21
2023 Q2	$2.6M	Hold	31,300	–	–	1.85%	15
2023 Q1	$2.39M	Hold	31,300	–	–	1.87%	14
2022 Q4	$2.6M	Buy	+31,300	New	+$2.53M	1.68%	16

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Michelson Medical Research Foundation's XBI Position: Q2 2025 in Review

Michelson Medical Research Foundation sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 19,300 shares — an estimated $1.57M sold.

Michelson Medical Research Foundation first reported a position in XBI in Q4 2022 and held it in 10 quarters. The position peaked at $3.09M in Q3 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

Michelson Medical Research Foundation reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
Michelson Medical Research Foundation sold 19,300 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $1.57M.
Michelson Medical Research Foundation first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and held it in 10 quarters.
Michelson Medical Research Foundation's State Street SPDR S&P Biotech ETF position peaked at $3.09M in Q3 2024.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.