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

Cerity 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 Q1	$4.09M	Buy	32,049 +18,843	+143%	+$2.35M	0.01%	1115
2025 Q4	$1.61M	Sell	13,206 -2	-0%	-$229	﹤0.01%	1466
2025 Q3	$1.33M	Buy	13,208 +396	+3%	+$35.7K	﹤0.01%	1475
2025 Q2	$1.06M	Sell	12,812 -5,793	-31%	-$462K	﹤0.01%	1489
2025 Q1	$1.51M	Buy	18,605 +1,016	+6%	+$90.8K	﹤0.01%	1245
2024 Q4	$1.6M	Buy	17,589 +1,590	+10%	+$154K	﹤0.01%	1203
2024 Q3	$1.58M	Sell	15,999 -558	-3%	-$54.8K	﹤0.01%	1195
2024 Q2	$1.54M	Sell	16,557 -43,673	-73%	-$3.92M	﹤0.01%	1037
2024 Q1	$5.72M	Sell	60,230 -2,208	-4%	-$205K	0.02%	611
2023 Q4	$5.58M	Sell	62,438 -19,810	-24%	-$1.47M	0.02%	515
2023 Q3	$6.01M	Sell	82,248 -1,362	-2%	-$109K	0.03%	387
2023 Q2	$6.96M	Buy	83,610 +72,664	+664%	+$6.08M	0.03%	428
2023 Q1	$30.7M	Buy	10,946 +369	+3%	+$30.6K	0.07%	181
2022 Q4	$877K	Buy	10,577 +6,915	+189%	+$560K	0.01%	733
2022 Q3	$291K	Buy	+3,662	New	+$309K	﹤0.01%	904
2022 Q2	–	Sell	-2,302	Closed	-$207K	–	1248
2022 Q1	$207K	Buy	+2,302	New	+$213K	﹤0.01%	858
2021 Q4	–	Sell	-1,588	Closed	-$200K	–	1051
2021 Q3	$200K	Sell	1,588 -1,075	-40%	-$138K	﹤0.01%	651
2021 Q2	$361K	Hold	2,663	–	–	0.01%	532
2021 Q1	$361K	Buy	2,663 +600	+29%	+$89.8K	0.01%	507
2020 Q4	$290K	Buy	+2,063	New	+$264K	0.01%	529
2018 Q1	–	Sell	-3,130	Closed	-$266K	–	588
2017 Q4	$266K	Hold	3,130	–	–	0.02%	473
2017 Q3	$271K	Buy	3,130 +200	+7%	+$16K	0.02%	462
2017 Q2	$226K	Hold	2,930	–	–	0.02%	323
2017 Q1	$203K	Buy	+2,930	New	+$197K	0.02%	415

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

Cerity Partners's XBI Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 143% in Q1 2026, buying an estimated $2.35M and bringing the position to 32,049 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #1115.

Cerity Partners first reported a position in XBI in Q1 2017 and has held it in 24 quarters since. The position peaked at $30.7M in Q1 2023. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Cerity Partners held 32,049 shares of State Street SPDR S&P Biotech ETF worth $4.09M as of Q1 2026.
Cerity Partners bought 18,843 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $2.35M.
State Street SPDR S&P Biotech ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1115 holding.
Cerity Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2017 and has held it in 24 quarters since.
Cerity Partners's State Street SPDR S&P Biotech ETF position peaked at $30.7M in Q1 2023.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.