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

Covestor’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	$8K	Buy	52 +30	+136%	+$4.06K	﹤0.01%	1756
2026 Q1	$3K	Buy	22 +3	+16%	+$375	﹤0.01%	1930
2025 Q4	$2K	Sell	19 -2	-10%	-$229	﹤0.01%	1967
2025 Q3	$2K	Hold	21	–	–	﹤0.01%	1996
2025 Q2	$2K	Buy	21 +11	+110%	+$878	﹤0.01%	1913
2025 Q1	$1K	Buy	10 +6	+150%	+$536	﹤0.01%	2136
2024 Q4	$0	Sell	4 -42	-91%	-$4.07K	﹤0.01%	2806
2024 Q3	$5K	Buy	46 +1	+2%	+$98	﹤0.01%	1734
2024 Q2	$4K	Buy	+45	New	+$4.04K	﹤0.01%	1792
2023 Q4	–	Sell	-72	Closed	-$5.35K	–	2787
2023 Q3	$5K	Buy	72 +5	+7%	+$399	﹤0.01%	1728
2023 Q2	$6K	Sell	67 -463	-87%	-$38.7K	﹤0.01%	1692
2023 Q1	$41K	Sell	530 -271	-34%	-$22.5K	0.04%	788
2022 Q4	$66K	Sell	801 -144	-15%	-$11.7K	0.05%	612
2022 Q3	$75K	Sell	945 -400	-30%	-$33.7K	0.07%	520
2022 Q2	$100K	Buy	1,345 +669	+99%	+$50.2K	0.08%	413
2022 Q1	$61K	Buy	+676	New	+$62.4K	0.04%	735

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Covestor's XBI Position: Q2 2026 in Review

Covestor increased its State Street SPDR S&P Biotech ETF (XBI) stake by 136% in Q2 2026, buying an estimated $4.06K and bringing the position to 52 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Covestor first reported a position in XBI in Q1 2022 and has held it in 16 quarters since. The position peaked at $100K in Q2 2022. 665 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Covestor held 52 shares of State Street SPDR S&P Biotech ETF worth $8K as of Q2 2026.
Covestor bought 30 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $4.06K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1756 holding.
Covestor first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 16 quarters since.
Covestor's State Street SPDR S&P Biotech ETF position peaked at $100K in Q2 2022.
665 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.