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Prevail Innovative Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Prevail Innovative Wealth 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
2024
Q4 		– Sell
-30,825
Closed -$3.05M – 202
2024
Q3 		$3.05M Buy
+30,825
New +$3.03M 0.93% 38

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Prevail Innovative Wealth Advisors's XBI Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 30,825 shares — an estimated $3.05M sold.

Prevail Innovative Wealth Advisors first reported a position in XBI in Q3 2024 and held it in 1 quarter. The position peaked at $3.05M in Q3 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 30,825 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $3.05M.
  • Prevail Innovative Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $3.05M in Q3 2024.
  • 738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.