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

Quartz 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
2024 Q4	–	Sell	-2,333	Closed	-$231K	–	153
2024 Q3	$231K	Buy	+2,333	New	+$229K	0.14%	137

Other funds holding XBI

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

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

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

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

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

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

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

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

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

Quartz Partners's XBI Position: Q4 2024 in Review

Quartz Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 2,333 shares — an estimated $231K sold.

Quartz Partners first reported a position in XBI in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

Quartz Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
Quartz Partners sold 2,333 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $231K.
Quartz Partners first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 1 quarter.
Quartz Partners's State Street SPDR S&P Biotech ETF position peaked at $231K in Q3 2024.
738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on Quartz Partners's 13F filing for Q4 2024, filed 4 Feb 2025.