SVB Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

SVB Wealth’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	-1,345	Closed	-$109K	–	1640
2025 Q1	$109K	Buy	+1,345	New	+$120K	﹤0.01%	391
2022 Q2	–	Sell	-60	Closed	-$5K	–	862
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	784
2021 Q4	$6K	Sell	60 -3,709	-98%	-$447K	﹤0.01%	794
2021 Q3	$473K	Sell	3,769 -24	-0.6%	-$3.09K	0.01%	617
2021 Q2	$514K	Sell	3,793 -2,041	-35%	-$268K	0.01%	565
2021 Q1	$791K	Buy	5,834 +486	+9%	+$72.8K	0.01%	402
2020 Q4	$752K	Buy	5,348 +1,489	+39%	+$191K	0.01%	382
2020 Q3	$430K	Buy	3,859 +100	+3%	+$11.2K	0.01%	446
2020 Q2	$420K	Buy	3,759 +3,699	+6,165%	+$364K	0.01%	395
2020 Q1	$4K	Hold	60	–	–	﹤0.01%	568
2019 Q4	$6K	Buy	+60	New	+$5.19K	﹤0.01%	639

Other funds holding XBI

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SVB Wealth's XBI Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 1,345 shares — an estimated $109K sold.

SVB Wealth first reported a position in XBI in Q4 2019 and held it in 11 quarters. The position peaked at $791K in Q1 2021. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

SVB Wealth reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,345 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $109K.
SVB Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 11 quarters.
SVB Wealth's State Street SPDR S&P Biotech ETF position peaked at $791K in Q1 2021.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.