Ranch Capital Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ranch Capital 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	-2,506	Closed	-$248K	–	151
2024 Q3	$248K	Sell	2,506 -251	-9%	-$24.7K	0.12%	132
2024 Q2	$256K	Sell	2,757 -39	-1%	-$3.5K	0.13%	133
2024 Q1	$265K	Buy	+2,796	New	+$259K	0.14%	129
2021 Q1	–	Sell	-300	Closed	-$42K	–	917
2020 Q4	$42K	Hold	300	–	–	0.03%	323
2020 Q3	$33K	Hold	300	–	–	0.03%	347
2020 Q2	$34K	Hold	300	–	–	0.03%	364
2020 Q1	$23K	Hold	300	–	–	0.02%	420
2019 Q4	$29K	Buy	+300	New	+$25.9K	0.02%	436

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Ranch Capital Advisors's XBI Position: Q4 2024 in Review

Ranch Capital Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 2,506 shares — an estimated $248K sold.

Ranch Capital Advisors first reported a position in XBI in Q4 2019 and held it in 8 quarters. The position peaked at $265K in Q1 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

Ranch Capital Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
Ranch Capital Advisors sold 2,506 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $248K.
Ranch Capital Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's State Street SPDR S&P Biotech ETF position peaked at $265K in Q1 2024.
738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on Ranch Capital Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.