BEI
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Benjamin Edwards Inc’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Benjamin Edwards Inc’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 		$281K Hold
2,197
– – ﹤0.01% 1187
2025
Q4 		$268K Hold
2,197
– – ﹤0.01% 1158
2025
Q3 		$220K Buy
+2,197
New +$198K ﹤0.01% 1216
2025
Q1 		– Sell
-2,475
Closed -$223K – 1173
2024
Q4 		$223K Hold
2,475
– – ﹤0.01% 1054
2024
Q3 		$245K Buy
+2,475
New +$243K ﹤0.01% 1011

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

Benjamin Edwards Inc's XBI Position: Q1 2026 in Review

Benjamin Edwards Inc held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 2,197 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Benjamin Edwards Inc first reported a position in XBI in Q3 2024 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Benjamin Edwards Inc held 2,197 shares of State Street SPDR S&P Biotech ETF worth $281K as of Q1 2026.
  • Benjamin Edwards Inc left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1187 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and has held it in 5 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.