OrbiMed’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

OrbiMed’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	-372,000	Closed	-$33.2M	–	129
2024 Q4	$33.5M	Buy	+372,000	New	+$36M	0.69%	40
2023 Q2	–	Sell	-274,000	Closed	-$20.9M	–	138
2023 Q1	$20.9M	Buy	274,000 +197,600	+259%	+$16.4M	0.41%	65
2022 Q4	$6.34M	Hold	76,400	–	–	0.12%	86
2022 Q3	$6.06K	Sell	76,400 -35,400	-32%	-$2.98M	0.11%	100
2022 Q2	$8.3K	Hold	111,800	–	–	0.15%	99
2022 Q1	$10M	Sell	111,800 -897,900	-89%	-$82.9M	0.16%	101
2021 Q4	$113M	Sell	1,009,700 -56,000	-5%	-$6.75M	1.45%	25
2021 Q3	$134M	Buy	1,065,700 +130,000	+14%	+$16.7M	1.47%	21
2021 Q2	$127M	Buy	+935,700	New	+$123M	1.28%	25
2020 Q2	–	Sell	-127,200	Closed	-$9.85M	–	157
2020 Q1	$9.85M	Hold	127,200	–	–	0.17%	88
2019 Q4	$12.1M	Buy	+127,200	New	+$11M	0.17%	76
2016 Q3	–	Sell	-745,300	Closed	-$40.3M	–	151
2016 Q2	$40.3M	Sell	745,300 -235,900	-24%	-$12.9M	0.42%	56
2016 Q1	$50.7M	Buy	+981,200	New	+$51M	0.53%	47

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OrbiMed's XBI Position: Q1 2025 in Review

OrbiMed sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 372,000 shares — an estimated $33.2M sold.

OrbiMed first reported a position in XBI in Q1 2016 and held it in 13 quarters. The position peaked at $134M in Q3 2021. 683 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

OrbiMed reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
OrbiMed sold 372,000 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $33.2M.
OrbiMed first reported a position in State Street SPDR S&P Biotech ETF in Q1 2016 and held it in 13 quarters.
OrbiMed's State Street SPDR S&P Biotech ETF position peaked at $134M in Q3 2021.
683 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on OrbiMed's 13F filing for Q1 2025, filed 15 May 2025.