Atria Investments’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Atria Investments’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	$1.78M	Buy	11,275 +3,035	+37%	+$410K	0.02%	816
2026 Q1	$1.05M	Buy	8,240 +1,039	+14%	+$130K	0.01%	1030
2025 Q4	$878K	Buy	7,201 +2,511	+54%	+$288K	0.01%	1144
2025 Q3	$470K	Sell	4,690 -1,621	-26%	-$146K	0.01%	1446
2025 Q2	$523K	Sell	6,311 -3,597	-36%	-$287K	0.01%	1393
2025 Q1	$804K	Sell	9,908 -151	-2%	-$13.5K	0.01%	1102
2024 Q4	$906K	Buy	10,059 +1,043	+12%	+$101K	0.01%	1026
2024 Q3	$891K	Buy	9,016 +188	+2%	+$18.5K	0.01%	1027
2024 Q2	$818K	Buy	+8,828	New	+$792K	0.01%	1042
2020 Q1	–	Sell	-3,285	Closed	-$312K	–	1213
2019 Q4	$312K	Buy	+3,285	New	+$284K	0.01%	960
2019 Q3	–	Sell	-3,307	Closed	-$271K	–	979
2019 Q2	$271K	Buy	3,307 +528	+19%	+$45K	0.01%	782
2019 Q1	$252K	Sell	2,779 -216	-7%	-$18.4K	0.01%	773
2018 Q4	$215K	Buy	2,995 +164	+6%	+$13.2K	0.01%	787
2018 Q3	$271K	Sell	2,831 -454	-14%	-$44K	0.01%	813
2018 Q2	$313K	Buy	3,285 +779	+31%	+$71.6K	0.01%	728
2018 Q1	$220K	Buy	+2,506	New	+$229K	0.01%	784

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

Atria Investments's XBI Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR S&P Biotech ETF (XBI) stake by 37% in Q2 2026, buying an estimated $410K and bringing the position to 11,275 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #816.

Atria Investments first reported a position in XBI in Q1 2018 and has held it in 16 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Atria Investments held 11,275 shares of State Street SPDR S&P Biotech ETF worth $1.78M as of Q2 2026.
Atria Investments bought 3,035 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $410K.
State Street SPDR S&P Biotech ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #816 holding.
Atria Investments first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 16 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.