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

Optimum 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
2020
Q3 		– Sell
-1,000
Closed -$3K – 937
2020
Q2 		$3K Buy
+1,000
New +$98.5K ﹤0.01% 798

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

Optimum Investment Advisors's XBI Position: Q3 2025 in Review

Optimum Investment Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3.3% in Q3 2025, buying an estimated $901 and bringing the position to 310 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #400.

Optimum Investment Advisors first reported a position in XBI in Q1 2014 and has held it in 36 quarters since. The position peaked at $155K in Q4 2020. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • Optimum Investment Advisors held 310 shares of State Street SPDR S&P Biotech ETF worth $31.1K as of Q3 2025.
  • Optimum Investment Advisors bought 10 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $901.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #400 holding.
  • Optimum Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2014 and has held it in 36 quarters since.
  • Optimum Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $155K in Q4 2020.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.