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Mount Yale Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-8
Closed -$664 – 1625
2025
Q2 		$664 Buy
+8
New +$638 ﹤0.01% 1407
2024
Q4 		– Sell
-2,842
Closed -$281K – 624
2024
Q3 		$281K Buy
2,842
+315
+12% +$30.9K 0.03% 459
2024
Q2 		$234K Sell
2,527
-80
-3% -$7.17K 0.02% 494
2024
Q1 		$247K Sell
2,607
-52
-2% -$4.83K 0.02% 488
2023
Q4 		$237K Buy
+2,659
New +$197K 0.02% 452
2023
Q3 		– Sell
-2,733
Closed -$227K – 515
2023
Q2 		$227K Sell
2,733
-237
-8% -$19.8K 0.02% 443
2023
Q1 		$226K Buy
+2,970
New +$246K 0.03% 438
2018
Q4 		– Sell
-857
Closed -$73K – 796
2018
Q3 		$73K Buy
857
+57
+7% +$5.53K 0.01% 532
2018
Q2 		$76K Buy
+800
New +$73.5K 0.01% 546

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mount Yale Investment Advisors's XBI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 8 shares — an estimated $664 sold.

Mount Yale Investment Advisors first reported a position in XBI in Q2 2018 and held it in 9 quarters. The position peaked at $281K in Q3 2024. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $664.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and held it in 9 quarters.
  • Mount Yale Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $281K in Q3 2024.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.