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 Q2	$1.57M	Sell	9,891 -998	-9%	-$135K	0.04%	339
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 $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

Atomi Financial Group's XBI Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 9.2% in Q2 2026, selling an estimated $135K and leaving 9,891 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #339.

Atomi Financial Group first reported a position in XBI in Q2 2023 and has held it in 10 quarters since. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Atomi Financial Group held 9,891 shares of State Street SPDR S&P Biotech ETF worth $1.57M as of Q2 2026.
Atomi Financial Group sold 998 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $135K.
State Street SPDR S&P Biotech ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #339 holding.
Atomi Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 10 quarters since.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.