Concurrent Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Concurrent Investment Advisors’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	–	Sell	-2,000	Closed	-$244K	–	2061
2025 Q4	$244K	Buy	+2,000	New	+$229K	﹤0.01%	1518
2025 Q1	–	Sell	-5,000	Closed	-$450K	–	1346
2024 Q4	$450K	Buy	+5,000	New	+$484K	0.01%	695

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

Concurrent Investment Advisors's XBI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1% in Q1 2026, buying an estimated $13.1K and bringing the position to 10,127 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #774.

Concurrent Investment Advisors first reported a position in XBI in Q4 2023 and has held it in 10 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Concurrent Investment Advisors held 10,127 shares of State Street SPDR S&P Biotech ETF worth $1.29M as of Q1 2026.
Concurrent Investment Advisors bought 105 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $13.1K.
State Street SPDR S&P Biotech ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #774 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 10 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.