Cary Street Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Cary Street Partners’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	$1.85M	Buy	11,713 +269	+2%	+$36.4K	0.04%	384
2026 Q1	$1.46M	Sell	11,444 -3,549	-24%	-$443K	0.04%	373
2025 Q4	$1.83M	Buy	14,993 +3,995	+36%	+$458K	0.05%	337
2025 Q3	$1.1M	Sell	10,998 -688	-6%	-$62K	0.03%	408
2025 Q2	$969K	Buy	11,686 +5,915	+102%	+$472K	0.03%	417
2025 Q1	$468K	Sell	5,771 -516	-8%	-$46.1K	0.01%	552
2024 Q4	$566K	Buy	+6,287	New	+$609K	0.02%	490

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

Cary Street Partners's XBI Position: Q2 2026 in Review

Cary Street Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.4% in Q2 2026, buying an estimated $36.4K and bringing the position to 11,713 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #384.

Cary Street Partners first reported a position in XBI in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Cary Street Partners held 11,713 shares of State Street SPDR S&P Biotech ETF worth $1.85M as of Q2 2026.
Cary Street Partners bought 269 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $36.4K.
State Street SPDR S&P Biotech ETF made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #384 holding.
Cary Street Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.