Tortoise Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-275	Closed	-$27.6K	–	1481
2025 Q3	$27.6K	Hold	275	–	–	﹤0.01%	473
2025 Q2	$22.8K	Hold	275	–	–	﹤0.01%	488
2025 Q1	$22.3K	Hold	275	–	–	﹤0.01%	478
2024 Q4	$24.8K	Hold	275	–	–	﹤0.01%	517
2024 Q3	$27.2K	Hold	275	–	–	﹤0.01%	511
2024 Q2	$25.5K	Hold	275	–	–	﹤0.01%	499
2024 Q1	$26.1K	Hold	275	–	–	﹤0.01%	472
2023 Q4	$24.6K	Hold	275	–	–	﹤0.01%	458
2023 Q3	$20.1K	Hold	275	–	–	﹤0.01%	464
2023 Q2	$22.9K	Hold	275	–	–	﹤0.01%	452
2023 Q1	$21K	Hold	275	–	–	﹤0.01%	453
2022 Q4	$22.8K	Hold	275	–	–	﹤0.01%	438
2022 Q3	$22K	Hold	275	–	–	﹤0.01%	437
2022 Q2	$20K	Hold	275	–	–	﹤0.01%	436
2022 Q1	$25K	Buy	+275	New	+$25.4K	﹤0.01%	400

Other funds holding XBI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Tortoise Investment Management's XBI Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2025, closing a stake of 275 shares — an estimated $27.6K sold.

Tortoise Investment Management first reported a position in XBI in Q1 2022 and held it in 15 quarters. The position peaked at $27.6K in Q3 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

Tortoise Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 275 State Street SPDR S&P Biotech ETF shares in Q4 2025, an estimated $27.6K.
Tortoise Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 15 quarters.
Tortoise Investment Management's State Street SPDR S&P Biotech ETF position peaked at $27.6K in Q3 2025.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.