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

Evelyn Partners 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 Q1	$16.7K	Hold	131	–	–	﹤0.01%	228
2025 Q4	$16K	Hold	131	–	–	﹤0.01%	205
2025 Q3	$13.1K	Hold	131	–	–	﹤0.01%	211
2025 Q2	$10.9K	Hold	131	–	–	﹤0.01%	190
2025 Q1	$10.6K	Hold	131	–	–	﹤0.01%	198
2024 Q4	$11.8K	Buy	+131	New	+$12.7K	﹤0.01%	198

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evelyn Partners Asset Management's XBI Position: Q1 2026 in Review

Evelyn Partners Asset Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 131 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Evelyn Partners Asset Management first reported a position in XBI in Q4 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Evelyn Partners Asset Management held 131 shares of State Street SPDR S&P Biotech ETF worth $16.7K as of Q1 2026.
Evelyn Partners Asset Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #228 holding.
Evelyn Partners Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 6 quarters since.
816 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.