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Oak Harbor Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Oak Harbor Wealth Partners’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
-100
Closed -$9.01K – 255
2024
Q4 		$9.01K Hold
100
– – ﹤0.01% 217
2024
Q3 		$9.88K Buy
+100
New +$9.82K ﹤0.01% 209

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

Oak Harbor Wealth Partners's XBI Position: Q1 2025 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 100 shares — an estimated $9.01K sold.

Oak Harbor Wealth Partners first reported a position in XBI in Q3 2024 and held it in 2 quarters. The position peaked at $9.88K in Q3 2024. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

  • Oak Harbor Wealth Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 100 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $9.01K.
  • Oak Harbor Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $9.88K in Q3 2024.
  • 682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2025, filed 12 May 2025.