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Chesley Taft & Associates’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Chesley Taft & Associates’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 		$669K Hold
4,230
– – 0.03% 259
2026
Q1 		$540K Buy
+4,230
New +$528K 0.02% 273

Other funds holding XBI

PR
PSP Research Newtown Square, Pennsylvania $188M AUM
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Chesley Taft & Associates's XBI Position: Q2 2026 in Review

Chesley Taft & Associates held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 4,230 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #259.

Chesley Taft & Associates first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Chesley Taft & Associates held 4,230 shares of State Street SPDR S&P Biotech ETF worth $669K as of Q2 2026.
  • Chesley Taft & Associates left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Biotech ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #259 holding.
  • Chesley Taft & Associates first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.