Summit X LLC’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Summit X LLC’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 Q1	–	Sell	-2,306	Closed	-$208K	–	248
2024 Q4	$208K	Buy	+2,306	New	+$223K	0.05%	210

Other funds holding XBI

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Summit X LLC's XBI Position: Q1 2025 in Review

Summit X LLC sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 2,306 shares — an estimated $208K sold.

Summit X LLC first reported a position in XBI in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 682 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Summit X LLC reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Summit X LLC sold 2,306 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $208K.
Summit X LLC first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 1 quarter.
Summit X LLC's State Street SPDR S&P Biotech ETF position peaked at $208K in Q4 2024.
682 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Summit X LLC's 13F filing for Q1 2025, filed 2 May 2025.