CMI
XBI icon

Clare Market Investments’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Clare Market Investments’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 		$562K Buy
+3,552
New +$480K 0.1% 111
2023
Q3 		– Sell
-2,832
Closed -$236K – 149
2023
Q2 		$236K Buy
+2,832
New +$237K 0.09% 112

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
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

Clare Market Investments's XBI Position: Q2 2026 in Review

Clare Market Investments opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 3,552 shares worth $562K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings. This is a return to the name: Clare Market Investments previously reported a position in XBI as recently as Q2 2023.

Clare Market Investments first reported a position in XBI in Q2 2023 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Clare Market Investments held 3,552 shares of State Street SPDR S&P Biotech ETF worth $562K as of Q2 2026.
  • State Street SPDR S&P Biotech ETF was a new Clare Market Investments position in Q2 2026.
  • State Street SPDR S&P Biotech ETF made up 0.1% of Clare Market Investments's portfolio in Q2 2026, its #111 holding.
  • Clare Market Investments first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.