Monetary Management Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Monetary Management Group’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 Q1	–	Sell	-1,500	Closed	-$135K	–	331
2024 Q4	$135K	Hold	1,500	–	–	0.04%	220
2024 Q3	$148K	Hold	1,500	–	–	0.04%	217
2024 Q2	$139K	Hold	1,500	–	–	0.04%	213
2024 Q1	$142K	Buy	+1,500	New	+$139K	0.04%	209

Other funds holding XBI

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

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

Citigroup New York $303B AUM 53.02% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Monetary Management Group's XBI Position: Q1 2025 in Review

Monetary Management Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 1,500 shares — an estimated $135K sold.

Monetary Management Group first reported a position in XBI in Q1 2024 and held it in 4 quarters. The position peaked at $148K in Q3 2024. 685 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Monetary Management Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Monetary Management Group sold 1,500 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $135K.
Monetary Management Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and held it in 4 quarters.
Monetary Management Group's State Street SPDR S&P Biotech ETF position peaked at $148K in Q3 2024.
685 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Monetary Management Group's 13F filing for Q1 2025, filed 14 May 2025.