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Richards, Merrill & Peterson’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-100
Closed -$8.11K – 479
2025
Q1 		$8.11K Hold
100
– – ﹤0.01% 415
2024
Q4 		$9.01K Buy
+100
New +$9.69K ﹤0.01% 392

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Richards, Merrill & Peterson's XBI Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 100 shares — an estimated $8.11K sold.

Richards, Merrill & Peterson first reported a position in XBI in Q4 2024 and held it in 2 quarters. The position peaked at $9.01K in Q4 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 100 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $8.11K.
  • Richards, Merrill & Peterson first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's State Street SPDR S&P Biotech ETF position peaked at $9.01K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.