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
2017 Q2	–	Sell	-35,000	Closed	-$2.43M	–	2475
2017 Q1	$2.43M	Hold	35,000	–	–	0.03%	662
2016 Q4	$2.07M	Buy	+35,000	New	+$2.16M	0.02%	653

Other funds holding XBI

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Paloma Partners's XBI Position: Q1 2025 in Review

Paloma Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 1,060 shares — an estimated $95.5K sold.

Paloma Partners first reported a position in XBI in Q4 2016 and held it in 6 quarters. The position peaked at $2.92M in Q1 2017. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Paloma Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 1,060 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $95.5K.
Paloma Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and held it in 6 quarters.
Paloma Partners's State Street SPDR S&P Biotech ETF position peaked at $2.92M in Q1 2017.
682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

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