Crown Advisors Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Crown Advisors Management’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	$3.17M	Hold	20,000	–	–	1.74%	19
2026 Q1	$2.55M	Hold	20,000	–	–	1.7%	22
2025 Q4	$2.44M	Hold	20,000	–	–	1.6%	25
2025 Q3	$2M	Hold	20,000	–	–	1.34%	26
2025 Q2	$1.66M	Hold	20,000	–	–	1.32%	29
2025 Q1	$1.62M	Hold	20,000	–	–	1.43%	30
2024 Q4	$1.8M	Hold	20,000	–	–	1.16%	33
2024 Q3	$1.98M	Hold	20,000	–	–	1.27%	30
2024 Q2	$1.85M	Hold	20,000	–	–	1.19%	28
2024 Q1	$1.9M	Hold	20,000	–	–	1.15%	29
2023 Q4	$1.78M	Sell	20,000 -20,000	-50%	-$1.49M	1.22%	32
2023 Q3	$2.92M	Hold	40,000	–	–	2.08%	21
2023 Q2	$3.33M	Hold	40,000	–	–	2.17%	17
2023 Q1	$3.05M	Buy	40,000 +10,000	+33%	+$830K	2.28%	18
2022 Q4	$2.49M	Buy	30,000 +5,000	+20%	+$405K	2.27%	21
2022 Q3	$1.98M	Buy	+25,000	New	+$2.11M	1.97%	23

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

Crown Advisors Management's XBI Position: Q2 2026 in Review

Crown Advisors Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 20,000 shares worth $3.17M. The position accounts for 1.74% of the portfolio, ranked #19.

Crown Advisors Management first reported a position in XBI in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.33M in Q2 2023. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Crown Advisors Management held 20,000 shares of State Street SPDR S&P Biotech ETF worth $3.17M as of Q2 2026.
Crown Advisors Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 1.74% of Crown Advisors Management's portfolio in Q2 2026, its #19 holding.
Crown Advisors Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and has held it in 16 quarters since.
Crown Advisors Management's State Street SPDR S&P Biotech ETF position peaked at $3.33M in Q2 2023.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Crown Advisors Management's 13F filing for Q2 2026, filed 7 Aug 2026.