Blue Edge Capital’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Blue Edge Capital’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	$687K	Hold	5,377	–	–	0.09%	90
2025 Q4	$656K	Hold	5,377	–	–	0.09%	90
2025 Q3	$539K	Hold	5,377	–	–	0.08%	90
2025 Q2	$446K	Hold	5,377	–	–	0.07%	96
2025 Q1	$436K	Hold	5,377	–	–	0.07%	92
2024 Q4	$484K	Hold	5,377	–	–	0.08%	88
2024 Q3	$531K	Hold	5,377	–	–	0.08%	86
2024 Q2	$499K	Hold	5,377	–	–	0.08%	88
2024 Q1	$510K	Buy	+5,377	New	+$499K	0.09%	88

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Edge Capital's XBI Position: Q1 2026 in Review

Blue Edge Capital held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 5,377 shares worth $687K. The position accounts for 0.09% of the portfolio, ranked #90.

Blue Edge Capital first reported a position in XBI in Q1 2024 and has held it in 9 quarters since. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Blue Edge Capital held 5,377 shares of State Street SPDR S&P Biotech ETF worth $687K as of Q1 2026.
Blue Edge Capital left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.09% of Blue Edge Capital's portfolio in Q1 2026, its #90 holding.
Blue Edge Capital first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 9 quarters since.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.