Atomi Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Atomi Financial Group’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	$1.39M	Buy	10,889 +75	+0.7%	+$9.36K	0.04%	333
2025 Q4	$1.32M	Buy	+10,814	New	+$1.24M	0.04%	327
2025 Q1	–	Sell	-7,248	Closed	-$653K	–	1128
2024 Q4	$653K	Buy	7,248 +5,012	+224%	+$486K	0.03%	377
2024 Q3	$221K	Sell	2,236 -112	-5%	-$11K	0.01%	811
2024 Q2	$218K	Sell	2,348 -779	-25%	-$69.8K	0.02%	710
2024 Q1	$297K	Sell	3,127 -105	-3%	-$9.74K	0.03%	544
2023 Q4	$289K	Buy	3,232 +345	+12%	+$25.6K	0.04%	428
2023 Q3	$211K	Buy	2,887 +138	+5%	+$11K	0.07%	307
2023 Q2	$229K	Buy	+2,749	New	+$230K	0.1%	228

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

Atomi Financial Group's XBI Position: Q1 2026 in Review

Atomi Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.69% in Q1 2026, buying an estimated $9.36K and bringing the position to 10,889 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #333.

Atomi Financial Group first reported a position in XBI in Q2 2023 and has held it in 9 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Atomi Financial Group held 10,889 shares of State Street SPDR S&P Biotech ETF worth $1.39M as of Q1 2026.
Atomi Financial Group bought 75 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $9.36K.
State Street SPDR S&P Biotech ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #333 holding.
Atomi Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 9 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.