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Moser Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Moser Wealth Advisors’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
-1,452
Closed -$131K – 169
2024
Q4 		$131K Sell
1,452
-225
-13% -$21.8K 0.07% 81
2024
Q3 		$166K Hold
1,677
– – 0.09% 81
2024
Q2 		$155K Buy
1,677
+22
+1% +$1.97K 0.08% 81
2024
Q1 		$157K Buy
1,655
+25
+2% +$2.32K 0.09% 79
2023
Q4 		$146K Sell
1,630
-411
-20% -$30.5K 0.09% 74
2023
Q3 		$149K Buy
2,041
+193
+10% +$15.4K 0.1% 71
2023
Q2 		$154K Buy
+1,848
New +$155K 0.1% 70
2022
Q4 		$127K Buy
1,527
+100
+7% +$8.1K 0.1% 72
2022
Q3 		$113K Hold
1,427
– – 0.09% 74
2022
Q2 		$106K Hold
1,427
– – 0.08% 75
2022
Q1 		$128K Buy
1,427
+782
+121% +$72.2K 0.08% 74
2021
Q4 		$72K Buy
645
+100
+18% +$12.1K 0.04% 88
2021
Q3 		$69K Buy
545
+493
+948% +$63.5K 0.04% 88
2021
Q2 		$7K Buy
+52
New +$6.84K ﹤0.01% 118

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Moser Wealth Advisors's XBI Position: Q1 2025 in Review

Moser Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 1,452 shares — an estimated $131K sold.

Moser Wealth Advisors first reported a position in XBI in Q2 2021 and held it in 14 quarters. The position peaked at $166K in Q3 2024. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

  • Moser Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Moser Wealth Advisors sold 1,452 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $131K.
  • Moser Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and held it in 14 quarters.
  • Moser Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $166K in Q3 2024.
  • 682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Moser Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.