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Beaumont Capital Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Beaumont Capital Management’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 		$1.21M Buy
9,476
+1,935
+26% +$242K 1.49% 16
2025
Q4 		$919K Buy
+7,541
New +$865K 1.13% 19
2024
Q4 		– Sell
-2,329
Closed -$230K – 55
2024
Q3 		$230K Buy
+2,329
New +$229K 0.17% 45

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

Beaumont Capital Management's XBI Position: Q1 2026 in Review

Beaumont Capital Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 26% in Q1 2026, buying an estimated $242K and bringing the position to 9,476 shares worth $1.21M. The position accounts for 1.49% of the portfolio, ranked #16.

Beaumont Capital Management first reported a position in XBI in Q3 2024 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Beaumont Capital Management held 9,476 shares of State Street SPDR S&P Biotech ETF worth $1.21M as of Q1 2026.
  • Beaumont Capital Management bought 1,935 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $242K.
  • State Street SPDR S&P Biotech ETF made up 1.49% of Beaumont Capital Management's portfolio in Q1 2026, its #16 holding.
  • Beaumont Capital Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.