Ancora Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ancora Advisors’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 Q1	$102K	Buy	796 +16	+2%	+$2K	﹤0.01%	902
2025 Q4	$95.1K	Buy	780 +123	+19%	+$14.1K	﹤0.01%	928
2025 Q3	$65.8K	Hold	657	–	–	﹤0.01%	969
2025 Q2	$54.5K	Hold	657	–	–	﹤0.01%	1005
2025 Q1	$53.3K	Hold	657	–	–	﹤0.01%	1003
2024 Q4	$59.2K	Sell	657 -241	-27%	-$23.3K	﹤0.01%	967
2024 Q3	$88.7K	Hold	898	–	–	﹤0.01%	854
2024 Q2	$83.3K	Sell	898 -600	-40%	-$53.8K	﹤0.01%	838
2024 Q1	$142K	Buy	1,498 +9	+0.6%	+$835	﹤0.01%	749
2023 Q4	$133K	Sell	1,489 -167	-10%	-$12.4K	﹤0.01%	753
2023 Q3	$121K	Sell	1,656 -127	-7%	-$10.1K	﹤0.01%	755
2023 Q2	$148K	Hold	1,783	–	–	﹤0.01%	714
2023 Q1	$136K	Hold	1,783	–	–	﹤0.01%	719
2022 Q4	$148K	Buy	1,783 +311	+21%	+$25.2K	﹤0.01%	738
2022 Q3	$117K	Hold	1,472	–	–	﹤0.01%	854
2022 Q2	$109K	Buy	1,472 +1,162	+375%	+$87.2K	﹤0.01%	938
2022 Q1	$28K	Sell	310 -22	-7%	-$2.03K	﹤0.01%	1458
2021 Q4	$37K	Buy	332 +84	+34%	+$10.1K	﹤0.01%	1384
2021 Q3	$31K	Buy	248 +117	+89%	+$15.1K	﹤0.01%	1341
2021 Q2	$18K	Sell	131 -360	-73%	-$47.3K	﹤0.01%	1383
2021 Q1	$67K	Sell	491 -154	-24%	-$23.1K	﹤0.01%	977
2020 Q4	$91K	Buy	645 +40	+7%	+$5.12K	﹤0.01%	768
2020 Q3	$67K	Buy	605 +356	+143%	+$39.9K	﹤0.01%	800
2020 Q2	$28K	Buy	249 +41	+20%	+$4.04K	﹤0.01%	933
2020 Q1	$16K	Buy	208 +113	+119%	+$10K	﹤0.01%	1098
2019 Q4	$9K	Buy	+95	New	+$8.22K	﹤0.01%	1191
2017 Q1	–	Sell	-15	Closed	-$1K	–	1080
2016 Q4	$1K	Buy	+15	New	+$926	﹤0.01%	1215

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Ancora Advisors's XBI Position: Q1 2026 in Review

Ancora Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.1% in Q1 2026, buying an estimated $2K and bringing the position to 796 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Ancora Advisors first reported a position in XBI in Q4 2016 and has held it in 27 quarters since. The position peaked at $148K in Q2 2023. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Ancora Advisors held 796 shares of State Street SPDR S&P Biotech ETF worth $102K as of Q1 2026.
Ancora Advisors bought 16 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $2K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #902 holding.
Ancora Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and has held it in 27 quarters since.
Ancora Advisors's State Street SPDR S&P Biotech ETF position peaked at $148K in Q2 2023.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.