Evercore Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $632K | Hold |
3,992
| – | – | 0.01% | 266 |
|
|
2026
Q1 | $510K | Buy |
3,992
+1,500
| +60% | +$187K | 0.01% | 280 |
|
|
2025
Q4 | $304K | Sell |
2,492
-3,200
| -56% | -$367K | ﹤0.01% | 337 |
|
|
2025
Q3 | $570K | Sell |
5,692
-2,800
| -33% | -$252K | 0.01% | 272 |
|
|
2025
Q2 | $704K | Hold |
8,492
| – | – | 0.01% | 247 |
|
|
2025
Q1 | $689K | Hold |
8,492
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $765K | Hold |
8,492
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $839K | Sell |
8,492
-1,500
| -15% | -$147K | 0.01% | 231 |
|
|
2024
Q2 | $926K | Hold |
9,992
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $948K | Buy |
9,992
+2,285
| +30% | +$212K | 0.01% | 218 |
|
|
2023
Q4 | $688K | Sell |
7,707
-315
| -4% | -$23.4K | 0.01% | 252 |
|
|
2023
Q3 | $586K | Sell |
8,022
-1,092
| -12% | -$87.2K | 0.01% | 256 |
|
|
2023
Q2 | $758K | Buy |
9,114
+800
| +10% | +$66.9K | 0.01% | 238 |
|
|
2023
Q1 | $634K | Sell |
8,314
-10,463
| -56% | -$868K | 0.01% | 249 |
|
|
2022
Q4 | $1.56M | Buy |
18,777
+10,340
| +123% | +$837K | 0.03% | 170 |
|
|
2022
Q3 | $670K | Hold |
8,437
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $627K | Buy |
8,437
+1,700
| +25% | +$128K | 0.01% | 247 |
|
|
2022
Q1 | $605K | Buy |
6,737
+3,250
| +93% | +$300K | 0.01% | 264 |
|
|
2021
Q4 | $390K | Hold |
3,487
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $438K | Sell |
3,487
-155
| -4% | -$20K | 0.01% | 306 |
|
|
2021
Q2 | $493K | Buy |
3,642
+1,571
| +76% | +$207K | 0.01% | 291 |
|
|
2021
Q1 | $281K | Sell |
2,071
-1,025
| -33% | -$153K | 0.01% | 373 |
|
|
2020
Q4 | $436K | Buy |
3,096
+1,025
| +49% | +$131K | 0.01% | 307 |
|
|
2020
Q3 | $231K | Hold |
2,071
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $232K | Buy |
+2,071
| New | +$204K | 0.01% | 341 |
|
|
2018
Q1 | – | Sell |
-1,200
| Closed | -$102K | – | 808 |
|
|
2017
Q4 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 458 |
|
|
2017
Q3 | $104K | Hold |
1,200
| – | – | ﹤0.01% | 456 |
|
|
2017
Q2 | $93K | Hold |
1,200
| – | – | ﹤0.01% | 479 |
|
|
2017
Q1 | $83K | Hold |
1,200
| – | – | ﹤0.01% | 516 |
|
|
2016
Q4 | $71K | Hold |
1,200
| – | – | ﹤0.01% | 544 |
|
|
2016
Q3 | $80K | Hold |
1,200
| – | – | ﹤0.01% | 519 |
|
|
2016
Q2 | $65K | Hold |
1,200
| – | – | ﹤0.01% | 532 |
|
|
2016
Q1 | $62K | Hold |
1,200
| – | – | ﹤0.01% | 530 |
|
|
2015
Q4 | $84K | Buy |
+1,200
| New | +$81.8K | ﹤0.01% | 503 |
|
Other funds holding XBI
JFG
Evercore Wealth Management's XBI Position: Q2 2026 in Review
Evercore Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 3,992 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #266.
Evercore Wealth Management first reported a position in XBI in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.56M in Q4 2022. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.
- Evercore Wealth Management held 3,992 shares of State Street SPDR S&P Biotech ETF worth $632K as of Q2 2026.
- Evercore Wealth 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 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #266 holding.
- Evercore Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2015 and has held it in 34 quarters since.
- Evercore Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $1.56M in Q4 2022.
- 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.