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The Family Firm’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

The Family Firm’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
-6,797
Closed -$551K – 206
2025
Q1 		$551K Hold
6,797
– – 0.12% 108
2024
Q4 		$612K Buy
6,797
+243
+4% +$23.5K 0.14% 101
2024
Q3 		$648K Buy
6,554
+1
+0% +$98 0.14% 102
2024
Q2 		$608K Buy
6,553
+8
+0.1% +$717 0.14% 100
2024
Q1 		$621K Sell
6,545
-217
-3% -$20.1K 0.15% 96
2023
Q4 		$604K Buy
6,762
+182
+3% +$13.5K 0.16% 93
2023
Q3 		$480K Buy
6,580
+824
+14% +$65.8K 0.13% 102
2023
Q2 		$479K Buy
5,756
+841
+17% +$70.3K 0.13% 104
2023
Q1 		$375K Sell
4,915
-119
-2% -$9.87K 0.1% 120
2022
Q4 		$418K Buy
5,034
+482
+11% +$39K 0.12% 110
2022
Q3 		$361K Hold
4,552
– – 0.12% 115
2022
Q2 		$338K Buy
+4,552
New +$342K 0.1% 132

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

The Family Firm's XBI Position: Q2 2025 in Review

The Family Firm sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 6,797 shares — an estimated $551K sold.

The Family Firm first reported a position in XBI in Q2 2022 and held it in 12 quarters. The position peaked at $648K in Q3 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • The Family Firm reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 6,797 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $551K.
  • The Family Firm first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and held it in 12 quarters.
  • The Family Firm's State Street SPDR S&P Biotech ETF position peaked at $648K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.