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

Atlas Capital 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	$47.4K	Buy	+371	New	+$46.3K	0.01%	651
2022 Q4	–	Sell	-97	Closed	-$7.69K	–	958
2022 Q3	$7.69K	Buy	+97	New	+$8.18K	﹤0.01%	738
2022 Q2	–	Sell	-97	Closed	-$8.72K	–	1030
2022 Q1	$8.72K	Sell	97 -299	-76%	-$27.6K	﹤0.01%	721
2021 Q4	$44.3K	Buy	396 +63	+19%	+$7.6K	0.01%	543
2021 Q3	$41.9K	Buy	333 +33	+11%	+$4.25K	0.01%	538
2021 Q2	$40.6K	Buy	300 +230	+329%	+$30.2K	0.01%	552
2021 Q1	$9.49K	Sell	70 -300	-81%	-$44.9K	﹤0.01%	685
2020 Q4	$52.1K	Buy	+370	New	+$47.4K	0.01%	463
2020 Q3	–	Sell	-500	Closed	-$56K	–	602
2020 Q2	$56K	Buy	+500	New	+$49.2K	0.01%	466
2019 Q3	–	Sell	-100	Closed	-$8.77K	–	702
2019 Q2	$8.77K	Buy	+100	New	+$8.53K	﹤0.01%	602

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

Atlas Capital Advisors's XBI Position: Q1 2026 in Review

Atlas Capital Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 371 shares worth $47.4K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in XBI as recently as Q3 2022.

Atlas Capital Advisors first reported a position in XBI in Q2 2019 and has held it in 10 quarters since. The position peaked at $56K in Q2 2020. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Atlas Capital Advisors held 371 shares of State Street SPDR S&P Biotech ETF worth $47.4K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Atlas Capital Advisors position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #651 holding.
Atlas Capital Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and has held it in 10 quarters since.
Atlas Capital Advisors's State Street SPDR S&P Biotech ETF position peaked at $56K in Q2 2020.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.