Advisory Research’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Advisory Research’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
2026 Q2	$1.75M	Buy	11,071 +90	+0.8%	+$12.2K	0.17%	82
2026 Q1	$1.4M	Sell	10,981 -288	-3%	-$36K	0.17%	94
2025 Q4	$1.37M	Buy	11,269 +586	+5%	+$67.2K	0.17%	91
2025 Q3	$1.07M	Buy	10,683 +406	+4%	+$36.6K	0.14%	105
2025 Q2	$852K	Buy	10,277 +691	+7%	+$55.1K	0.13%	110
2025 Q1	$777K	Buy	9,586 +26	+0.3%	+$2.32K	0.14%	116
2024 Q4	$861K	Buy	9,560 +51	+0.5%	+$4.94K	0.14%	117
2024 Q3	$939K	Sell	9,509 -321	-3%	-$31.5K	0.17%	110
2024 Q2	$911K	Buy	9,830 +648	+7%	+$58.1K	0.17%	109
2024 Q1	$871K	Sell	9,182 -562	-6%	-$52.1K	0.17%	107
2023 Q4	$870K	Sell	9,744 -526	-5%	-$39.1K	0.13%	178
2023 Q3	$750K	Sell	10,270 -779	-7%	-$62.2K	0.1%	224
2023 Q2	$919K	Buy	11,049 +3,244	+42%	+$271K	0.12%	214
2023 Q1	$595K	Sell	7,805 -148	-2%	-$12.3K	0.1%	227
2022 Q4	$660K	Sell	7,953 -8	-0.1%	-$648	0.06%	216
2022 Q3	$631K	Buy	+7,961	New	+$671K	0.06%	211

Other funds holding XBI

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Advisory Research's XBI Position: Q2 2026 in Review

Advisory Research increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.82% in Q2 2026, buying an estimated $12.2K and bringing the position to 11,071 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #82.

Advisory Research first reported a position in XBI in Q3 2022 and has held it in 16 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Advisory Research held 11,071 shares of State Street SPDR S&P Biotech ETF worth $1.75M as of Q2 2026.
Advisory Research bought 90 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR S&P Biotech ETF made up 0.17% of Advisory Research's portfolio in Q2 2026, its #82 holding.
Advisory Research first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and has held it in 16 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.