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

Brian Low 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 Q2	$1.16M	Buy	7,330 +78	+1%	+$10.5K	0.68%	55
2026 Q1	$926K	Buy	7,252 +678	+10%	+$84.6K	0.63%	55
2025 Q4	$802K	Sell	6,574 -90	-1%	-$10.3K	0.57%	62
2025 Q3	$668K	Buy	+6,664	New	+$600K	0.52%	65

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

Brian Low Financial Group's XBI Position: Q2 2026 in Review

Brian Low Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 7,330 shares worth $1.16M. The position accounts for 0.68% of the portfolio, ranked #55.

Brian Low Financial Group first reported a position in XBI in Q3 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Brian Low Financial Group held 7,330 shares of State Street SPDR S&P Biotech ETF worth $1.16M as of Q2 2026.
Brian Low Financial Group bought 78 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $10.5K.
State Street SPDR S&P Biotech ETF made up 0.68% of Brian Low Financial Group's portfolio in Q2 2026, its #55 holding.
Brian Low Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and has held it in 4 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.