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RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
Q2 		– Sell
-394
Closed -$32K – 1139
2025
Q1 		$32K Buy
+394
New +$35.2K 0.01% 177

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

RAFFA WEALTH MANAGEMENT, LLC's XBI Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 394 shares — an estimated $32K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XBI in Q1 2025 and held it in 1 quarter. The position peaked at $32K in Q1 2025. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 394 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $32K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR S&P Biotech ETF position peaked at $32K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.