Bridgewater Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bridgewater Advisors’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	$538K	Hold	3,958	–	–	0.03%	234
2025 Q4	$507K	Hold	3,958	–	–	0.03%	254
2025 Q3	$433K	Sell	3,958 -278	-7%	-$25K	0.03%	277
2025 Q2	$364K	Sell	4,236 -697	-14%	-$55.6K	0.03%	309
2025 Q1	$404K	Buy	+4,933	New	+$441K	0.04%	268
2022 Q3	–	Sell	-8,937	Closed	-$664K	–	229
2022 Q2	$664K	Hold	8,937	–	–	0.14%	117
2022 Q1	$803K	Hold	8,937	–	–	0.2%	101
2021 Q4	$1M	Hold	8,937	–	–	0.22%	97
2021 Q3	$1.12M	Sell	8,937 -350	-4%	-$45.1K	0.31%	76
2021 Q2	$1.26M	Buy	9,287 +899	+11%	+$118K	0.4%	68
2021 Q1	$1.04M	Buy	+8,388	New	+$1.26M	0.53%	54
2014 Q2	$1.79M	Buy	+34,932	New	+$1.57M	1.5%	23

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

Bridgewater Advisors's XBI Position: Q1 2026 in Review

Bridgewater Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 3,958 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #234.

Bridgewater Advisors first reported a position in XBI in Q2 2014 and has held it in 12 quarters since. The position peaked at $1.79M in Q2 2014. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Bridgewater Advisors held 3,958 shares of State Street SPDR S&P Biotech ETF worth $538K as of Q1 2026.
Bridgewater Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #234 holding.
Bridgewater Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2014 and has held it in 12 quarters since.
Bridgewater Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.79M in Q2 2014.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.