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

MinichMacGregor 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
2024 Q4	–	Sell	-31,075	Closed	-$3.07M	–	129
2024 Q3	$3.07M	Sell	31,075 -119	-0.4%	-$11.7K	0.66%	45
2024 Q2	$2.89M	Buy	31,194 +640	+2%	+$57.4K	0.71%	41
2024 Q1	$2.87M	Buy	+30,554	New	+$2.84M	0.73%	42
2017 Q4	–	Sell	-200	Closed	-$17K	–	538
2017 Q3	$17K	Buy	+200	New	+$16K	0.01%	217

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

MinichMacGregor Wealth Management's XBI Position: Q4 2024 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 31,075 shares — an estimated $3.07M sold.

MinichMacGregor Wealth Management first reported a position in XBI in Q3 2017 and held it in 4 quarters. The position peaked at $3.07M in Q3 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 31,075 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $3.07M.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and held it in 4 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $3.07M in Q3 2024.
738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.