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Summit Securities Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-50
Closed -$4.15K – 1400
2025
Q2 		$4.15K Buy
+50
New +$3.99K ﹤0.01% 992

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Summit Securities Group's XBI Position: Q3 2025 in Review

Summit Securities Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 50 shares — an estimated $4.15K sold.

Summit Securities Group first reported a position in XBI in Q2 2025 and held it in 1 quarter. The position peaked at $4.15K in Q2 2025. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • Summit Securities Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 50 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $4.15K.
  • Summit Securities Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's State Street SPDR S&P Biotech ETF position peaked at $4.15K in Q2 2025.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.