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

Paloma 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
-1,060
Closed -$95.5K – 288
2024
Q4 		$95.5K Buy
+1,060
New +$103K 0.01% 260
2024
Q3 		– Hold
0
– – – 1771
2023
Q3 		– Sell
-14,928
Closed -$1.24M – 1063
2023
Q2 		$1.24M Buy
14,928
+1,280
+9% +$107K 0.29% 320
2023
Q1 		$1.04M Buy
+13,648
New +$1.13M 0.23% 362
2022
Q1 		– Sell
-22,270
Closed -$2.49M – 2329
2021
Q4 		$2.49M Buy
+22,270
New +$2.69M 0.08% 392
2017
Q2 		– Sell
-42,137
Closed -$2.92M – 2484
2017
Q1 		$2.92M Buy
42,137
+7,137
+20% +$479K 0.08% 562
2016
Q4 		$2.07M Buy
+35,000
New +$2.16M 0.06% 652
2016
Q2 		– Hold
0
– – – 2374
2016
Q1 		– Hold
0
– – – 2109

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B 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 $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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 $60.6B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $501B 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