Empirical Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Empirical Asset 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	$857K	Sell	5,418 -239	-4%	-$32.3K	0.19%	130
2026 Q1	$723K	Hold	5,657	–	–	0.19%	145
2025 Q4	$690K	Hold	5,657	–	–	0.19%	149
2025 Q3	$567K	Sell	5,657 -1,200	-18%	-$108K	0.16%	205
2025 Q2	$569K	Hold	6,857	–	–	0.18%	188
2025 Q1	$556K	Sell	6,857 -2,454	-26%	-$219K	0.19%	161
2024 Q4	$620K	Sell	9,311 -630	-6%	-$61K	0.21%	140
2024 Q3	$742K	Sell	9,941 -39	-0.4%	-$3.83K	0.26%	111
2024 Q2	$700K	Buy	9,980 +2,346	+31%	+$210K	0.26%	108
2024 Q1	$724K	Buy	+7,634	New	+$708K	0.35%	78
2023 Q1	–	Sell	-10,883	Closed	-$903	–	204
2022 Q4	$903	Buy	+10,883	New	+$881K	﹤0.01%	159

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

Empirical Asset Management's XBI Position: Q2 2026 in Review

Empirical Asset Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4.2% in Q2 2026, selling an estimated $32.3K and leaving 5,418 shares worth $857K. The position accounts for 0.19% of the portfolio, ranked #130.

Empirical Asset Management first reported a position in XBI in Q4 2022 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Empirical Asset Management held 5,418 shares of State Street SPDR S&P Biotech ETF worth $857K as of Q2 2026.
Empirical Asset Management sold 239 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $32.3K.
State Street SPDR S&P Biotech ETF made up 0.19% of Empirical Asset Management's portfolio in Q2 2026, its #130 holding.
Empirical Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 11 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.