MML Investors Services
SBIO icon

MML Investors Services’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

MML Investors Services’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,487
Closed -$313K – 2790
2024
Q4 		$313K Buy
+9,487
New +$358K ﹤0.01% 2233
2021
Q4 		– Sell
-14,141
Closed -$644K – 2061
2021
Q3 		$644K Buy
14,141
+465
+3% +$21.3K 0.01% 1229
2021
Q2 		$669K Buy
13,676
+1,878
+16% +$90K 0.01% 1182
2021
Q1 		$593K Buy
11,798
+5,295
+81% +$293K 0.01% 1181
2020
Q4 		$333K Sell
6,503
-357
-5% -$17K ﹤0.01% 1341
2020
Q3 		$282K Buy
+6,860
New +$283K ﹤0.01% 1323
2020
Q2 		– Sell
-10,479
Closed -$332K – 1556
2020
Q1 		$332K Sell
10,479
-1,996
-16% -$76.3K 0.01% 1051
2019
Q4 		$527K Sell
12,475
-524
-4% -$19.4K 0.01% 985
2019
Q3 		$410K Sell
12,999
-1,499
-10% -$52.7K 0.01% 1027
2019
Q2 		$524K Sell
14,498
-956
-6% -$33K 0.01% 998
2019
Q1 		$559K Buy
15,454
+1,171
+8% +$39.1K 0.01% 961
2018
Q4 		$402K Sell
14,283
-2,610
-15% -$86.5K 0.01% 1014
2018
Q3 		$665K Buy
16,893
+1,007
+6% +$38.2K 0.01% 853
2018
Q2 		$592K Buy
15,886
+1,997
+14% +$72.4K 0.01% 772
2018
Q1 		$475K Buy
+13,889
New +$487K 0.01% 863

Other funds holding SBIO

Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

MML Investors Services's SBIO Position: Q1 2025 in Review

MML Investors Services sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2025, closing a stake of 9,487 shares — an estimated $313K sold.

MML Investors Services first reported a position in SBIO in Q1 2018 and held it in 15 quarters. The position peaked at $669K in Q2 2021. 35 funds tracked by Wall St. Rank hold SBIO as of Q1 2025.

  • MML Investors Services reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2025 after selling out during the quarter.
  • MML Investors Services sold 9,487 ALPS Medical Breakthroughs ETF shares in Q1 2025, an estimated $313K.
  • MML Investors Services first reported a position in ALPS Medical Breakthroughs ETF in Q1 2018 and held it in 15 quarters.
  • MML Investors Services's ALPS Medical Breakthroughs ETF position peaked at $669K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2025.

Based on MML Investors Services's 13F filing for Q1 2025, filed 14 May 2025.