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Elm3 Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Elm3 Financial Group’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 		$354K Buy
2,770
+180
+7% +$22.5K 0.3% 82
2025
Q4 		$316K Buy
+2,590
New +$297K 0.26% 85

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elm3 Financial Group's XBI Position: Q1 2026 in Review

Elm3 Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 6.9% in Q1 2026, buying an estimated $22.5K and bringing the position to 2,770 shares worth $354K. The position accounts for 0.3% of the portfolio, ranked #82.

Elm3 Financial Group first reported a position in XBI in Q4 2025 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Elm3 Financial Group held 2,770 shares of State Street SPDR S&P Biotech ETF worth $354K as of Q1 2026.
  • Elm3 Financial Group bought 180 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $22.5K.
  • State Street SPDR S&P Biotech ETF made up 0.3% of Elm3 Financial Group's portfolio in Q1 2026, its #82 holding.
  • Elm3 Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 2 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.