Blue Trust Inc’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Blue Trust 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 Q2	$332K	Buy	2,098 +2,086	+17,383%	+$282K	﹤0.01%	623
2026 Q1	$1.53K	Sell	12 -50	-81%	-$6.24K	﹤0.01%	2186
2025 Q4	$7.56K	Sell	62 -73	-54%	-$8.37K	﹤0.01%	1928
2025 Q3	$13.5K	Buy	+135	New	+$12.2K	﹤0.01%	1782
2024 Q4	–	Sell	-10	Closed	-$927	–	3018
2024 Q3	$927	Buy	+10	New	+$983	﹤0.01%	2707
2022 Q3	–	Sell	-16,009	Closed	-$1.44M	–	2355
2022 Q2	$1.44M	Buy	+16,009	New	+$1.2M	0.02%	117

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

Blue Trust Inc's XBI Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR S&P Biotech ETF (XBI) stake by 17,383% in Q2 2026, buying an estimated $282K and bringing the position to 2,098 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Blue Trust Inc first reported a position in XBI in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2022. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Blue Trust Inc held 2,098 shares of State Street SPDR S&P Biotech ETF worth $332K as of Q2 2026.
Blue Trust Inc bought 2,086 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $282K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #623 holding.
Blue Trust Inc first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and has held it in 6 quarters since.
Blue Trust Inc's State Street SPDR S&P Biotech ETF position peaked at $1.44M in Q2 2022.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.