Sage Mountain Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sage Mountain 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	-24	Closed	-$2.37K	–	522
2024 Q3	$2.37K	Buy	+24	New	+$2.36K	﹤0.01%	481
2023 Q4	–	Sell	-916	Closed	-$66.9K	–	375
2023 Q3	$66.9K	Hold	916	–	–	0.01%	299
2023 Q2	$76.2K	Hold	916	–	–	0.01%	291
2023 Q1	$69.8K	Hold	916	–	–	0.01%	277
2022 Q4	$76K	Hold	916	–	–	0.02%	213
2022 Q3	$73K	Buy	+916	New	+$77.2K	0.02%	278

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

Sage Mountain Advisors's XBI Position: Q4 2024 in Review

Sage Mountain Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 24 shares — an estimated $2.37K sold.

Sage Mountain Advisors first reported a position in XBI in Q3 2022 and held it in 6 quarters. The position peaked at $76.2K in Q2 2023. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

Sage Mountain Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 24 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $2.37K.
Sage Mountain Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 6 quarters.
Sage Mountain Advisors's State Street SPDR S&P Biotech ETF position peaked at $76.2K in Q2 2023.
738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

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