Anchor Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $283K | Sell |
2,217
-61
| -3% | -$7.62K | 0.02% | 327 |
|
|
2025
Q4 | $278K | Sell |
2,278
-162
| -7% | -$18.6K | 0.02% | 330 |
|
|
2025
Q3 | $244K | Sell |
2,440
-1,555
| -39% | -$140K | 0.02% | 348 |
|
|
2025
Q2 | $331K | Sell |
3,995
-699
| -15% | -$55.8K | 0.03% | 302 |
|
|
2025
Q1 | $381K | Sell |
4,694
-329
| -7% | -$29.4K | 0.04% | 282 |
|
|
2024
Q4 | $452K | Sell |
5,023
-430
| -8% | -$41.7K | 0.04% | 265 |
|
|
2024
Q3 | $539K | Sell |
5,453
-875
| -14% | -$86K | 0.05% | 249 |
|
|
2024
Q2 | $587K | Sell |
6,328
-2,369
| -27% | -$212K | 0.06% | 220 |
|
|
2024
Q1 | $825K | Sell |
8,697
-398
| -4% | -$36.9K | 0.09% | 197 |
|
|
2023
Q4 | $812K | Sell |
9,095
-1,633
| -15% | -$121K | 0.09% | 186 |
|
|
2023
Q3 | $783K | Sell |
10,728
-175
| -2% | -$14K | 0.1% | 181 |
|
|
2023
Q2 | $907K | Sell |
10,903
-371
| -3% | -$31K | 0.12% | 170 |
|
|
2023
Q1 | $859K | Sell |
11,274
-5
| -0% | -$415 | 0.12% | 176 |
|
|
2022
Q4 | $936K | Sell |
11,279
-3
| -0% | -$243 | 0.13% | 158 |
|
|
2022
Q3 | $895K | Sell |
11,282
-38
| -0.3% | -$3.2K | 0.14% | 154 |
|
|
2022
Q2 | $841K | Buy |
11,320
+811
| +8% | +$60.9K | 0.12% | 167 |
|
|
2022
Q1 | $945K | Buy |
10,509
+5,285
| +101% | +$488K | 0.12% | 176 |
|
|
2021
Q4 | $585K | Buy |
5,224
+306
| +6% | +$36.9K | 0.07% | 224 |
|
|
2021
Q3 | $618K | Buy |
4,918
+4,553
| +1,247% | +$586K | 0.09% | 208 |
|
|
2021
Q2 | $49.4K | Buy |
365
+330
| +943% | +$43.4K | 0.01% | 532 |
|
|
2021
Q1 | $4.75K | Buy |
35
+10
| +40% | +$1.5K | ﹤0.01% | 788 |
|
|
2020
Q4 | $3.52K | Hold |
25
| – | – | ﹤0.01% | 790 |
|
|
2020
Q3 | $2.79K | Hold |
25
| – | – | ﹤0.01% | 782 |
|
|
2020
Q2 | $2.8K | Hold |
25
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $1.94K | Hold |
25
| – | – | ﹤0.01% | 770 |
|
|
2019
Q4 | $2.38K | Hold |
25
| – | – | ﹤0.01% | 757 |
|
|
2019
Q3 | $1.91K | Hold |
25
| – | – | ﹤0.01% | 755 |
|
|
2019
Q2 | $2.19K | Hold |
25
| – | – | ﹤0.01% | 744 |
|
|
2019
Q1 | $2.26K | Hold |
25
| – | – | ﹤0.01% | 742 |
|
|
2018
Q4 | $1.79K | Sell |
25
-141
| -85% | -$11.4K | ﹤0.01% | 767 |
|
|
2018
Q3 | $15.9K | Hold |
166
| – | – | ﹤0.01% | 599 |
|
|
2018
Q2 | $15.8K | Buy |
166
+14
| +9% | +$1.29K | ﹤0.01% | 609 |
|
|
2018
Q1 | $13.3K | Hold |
152
| – | – | ﹤0.01% | 609 |
|
|
2017
Q4 | $12.9K | Buy |
152
+11
| +8% | +$922 | ﹤0.01% | 607 |
|
|
2017
Q3 | $12.2K | Buy |
+141
| New | +$11.3K | ﹤0.01% | 597 |
|
Other funds holding XBI
Anchor Investment Management's XBI Position: Q1 2026 in Review
Anchor Investment Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.7% in Q1 2026, selling an estimated $7.62K and leaving 2,217 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #327.
Anchor Investment Management first reported a position in XBI in Q3 2017 and has held it in 35 quarters since. The position peaked at $945K in Q1 2022. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.
- Anchor Investment Management held 2,217 shares of State Street SPDR S&P Biotech ETF worth $283K as of Q1 2026.
- Anchor Investment Management sold 61 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $7.62K.
- State Street SPDR S&P Biotech ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #327 holding.
- Anchor Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and has held it in 35 quarters since.
- Anchor Investment Management's State Street SPDR S&P Biotech ETF position peaked at $945K in Q1 2022.
- 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.