Clearstead Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Clearstead Trust’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	$9.34K	Hold	59	–	–	﹤0.01%	640
2026 Q1	$7.54K	Buy	+59	New	+$7.37K	﹤0.01%	659

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

Clearstead Trust's XBI Position: Q2 2026 in Review

Clearstead Trust held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 59 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Clearstead Trust first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Clearstead Trust held 59 shares of State Street SPDR S&P Biotech ETF worth $9.34K as of Q2 2026.
Clearstead Trust left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #640 holding.
Clearstead Trust first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.