Empire Financial Management Company’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Empire Financial Management Company’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	$2.44M	Buy	19,125 +750	+4%	+$93.6K	0.55%	59
2025 Q4	$2.24M	Sell	18,375 -1,000	-5%	-$115K	0.49%	63
2025 Q3	$1.94M	Buy	19,375 +13,600	+235%	+$1.22M	0.44%	72
2025 Q2	$479K	Sell	5,775 -450	-7%	-$35.9K	0.14%	146
2025 Q1	$505K	Sell	6,225 -900	-13%	-$80.4K	0.16%	141
2024 Q4	$642K	Sell	7,125 -12,882	-64%	-$1.25M	0.2%	126
2024 Q3	$1.98M	Buy	20,007 +629	+3%	+$61.8K	0.61%	55
2024 Q2	$1.8M	Buy	19,378 +1,558	+9%	+$140K	0.59%	56
2024 Q1	$1.69M	Buy	17,820 +2,474	+16%	+$230K	0.56%	61
2023 Q4	$1.37M	Buy	15,346 +1,035	+7%	+$76.9K	0.54%	57
2023 Q3	$1.04M	Sell	14,311 -1,738	-11%	-$139K	0.46%	64
2023 Q2	$1.34M	Sell	16,049 -140	-0.9%	-$11.7K	0.53%	56
2023 Q1	$1.23M	Buy	+16,189	New	+$1.34M	0.5%	62

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

Empire Financial Management Company's XBI Position: Q1 2026 in Review

Empire Financial Management Company increased its State Street SPDR S&P Biotech ETF (XBI) stake by 4.1% in Q1 2026, buying an estimated $93.6K and bringing the position to 19,125 shares worth $2.44M. The position accounts for 0.55% of the portfolio, ranked #59.

Empire Financial Management Company first reported a position in XBI in Q1 2023 and has held it in 13 quarters since. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Empire Financial Management Company held 19,125 shares of State Street SPDR S&P Biotech ETF worth $2.44M as of Q1 2026.
Empire Financial Management Company bought 750 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $93.6K.
State Street SPDR S&P Biotech ETF made up 0.55% of Empire Financial Management Company's portfolio in Q1 2026, its #59 holding.
Empire Financial Management Company first reported a position in State Street SPDR S&P Biotech ETF in Q1 2023 and has held it in 13 quarters since.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.