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

Baird 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 		$7.74M Buy
60,566
+6,476
+12% +$808K 0.01% 623
2025
Q4 		$6.6M Buy
54,090
+9,970
+23% +$1.14M 0.01% 659
2025
Q3 		$4.42M Sell
44,120
-1,805
-4% -$163K 0.01% 776
2025
Q2 		$3.81M Sell
45,925
-4,766
-9% -$380K 0.01% 806
2025
Q1 		$4.11M Sell
50,691
-15,819
-24% -$1.41M 0.01% 746
2024
Q4 		$5.99M Buy
66,510
+5,759
+9% +$558K 0.01% 626
2024
Q3 		$6M Buy
60,751
+5,490
+10% +$539K 0.01% 622
2024
Q2 		$5.12M Sell
55,261
-24,800
-31% -$2.22M 0.01% 659
2024
Q1 		$7.6M Buy
80,061
+26,789
+50% +$2.49M 0.02% 547
2023
Q4 		$4.76M Buy
53,272
+5,883
+12% +$437K 0.01% 670
2023
Q3 		$3.46M Buy
47,389
+307
+0.7% +$24.5K 0.01% 736
2023
Q2 		$3.92M Buy
47,082
+16,313
+53% +$1.36M 0.01% 692
2023
Q1 		$2.34M Sell
30,769
-2,707
-8% -$225K 0.01% 837
2022
Q4 		$2.78M Buy
33,476
+382
+1% +$30.9K 0.01% 766
2022
Q3 		$2.63M Buy
33,094
+8,350
+34% +$704K 0.01% 746
2022
Q2 		$1.84M Buy
24,744
+13,185
+114% +$990K 0.01% 879
2022
Q1 		$1.04M Sell
11,559
-14,798
-56% -$1.37M ﹤0.01% 1135
2021
Q4 		$2.95M Sell
26,357
-658
-2% -$79.4K 0.01% 786
2021
Q3 		$3.4M Sell
27,015
-2,824
-9% -$364K 0.01% 737
2021
Q2 		$4.04M Buy
29,839
+2,417
+9% +$318K 0.01% 670
2021
Q1 		$3.72M Sell
27,422
-2,323
-8% -$348K 0.01% 669
2020
Q4 		$4.19M Buy
29,745
+6,112
+26% +$783K 0.01% 588
2020
Q3 		$2.63M Sell
23,633
-7,786
-25% -$873K 0.01% 663
2020
Q2 		$3.52M Buy
31,419
+12,798
+69% +$1.26M 0.01% 572
2020
Q1 		$1.44M Sell
18,621
-4,500
-19% -$398K 0.01% 785
2019
Q4 		$2.2M Sell
23,121
-76,867
-77% -$6.65M 0.01% 743
2019
Q3 		$7.62M Sell
99,988
-12,093
-11% -$1.01M 0.03% 402
2019
Q2 		$9.83M Buy
112,081
+71,849
+179% +$6.13M 0.04% 360
2019
Q1 		$3.64M Buy
40,232
+349
+0.9% +$29.7K 0.02% 521
2018
Q4 		$2.86M Sell
39,883
-3,133
-7% -$252K 0.02% 536
2018
Q3 		$4.07M Buy
43,016
+12,958
+43% +$1.26M 0.03% 496
2018
Q2 		$2.86M Buy
30,058
+371
+1% +$34.1K 0.02% 566
2018
Q1 		$2.6M Buy
29,687
+16,823
+131% +$1.54M 0.02% 566
2017
Q4 		$1.09M Sell
12,864
-6,829
-35% -$572K 0.01% 789
2017
Q3 		$1.71M Sell
19,693
-10
-0.1% -$802 0.01% 653
2017
Q2 		$1.52M Sell
19,703
-24,662
-56% -$1.75M 0.01% 676
2017
Q1 		$3.08M Buy
44,365
+36,887
+493% +$2.48M 0.02% 494
2016
Q4 		$443K Sell
7,478
-11,291
-60% -$697K ﹤0.01% 951
2016
Q3 		$1.24M Buy
+18,769
New +$1.16M 0.01% 695

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Baird Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 12% in Q1 2026, buying an estimated $808K and bringing the position to 60,566 shares worth $7.74M. The position accounts for 0.01% of the portfolio, ranked #623.

Baird Financial Group first reported a position in XBI in Q3 2016 and has held it in 39 quarters since. The position peaked at $9.83M in Q2 2019. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Baird Financial Group held 60,566 shares of State Street SPDR S&P Biotech ETF worth $7.74M as of Q1 2026.
  • Baird Financial Group bought 6,476 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $808K.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #623 holding.
  • Baird Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2016 and has held it in 39 quarters since.
  • Baird Financial Group's State Street SPDR S&P Biotech ETF position peaked at $9.83M in Q2 2019.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

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