Family CFO’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Family CFO’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	–	Sell	-526	Closed	-$64.1K	–	90
2025 Q4	$64.1K	Buy	+526	New	+$60.3K	0.03%	56
2025 Q3	–	Sell	-526	Closed	-$43.6K	–	88
2025 Q2	$43.6K	Sell	526 -1,395	-73%	-$111K	0.02%	57
2025 Q1	$156K	Hold	1,921	–	–	0.09%	37
2024 Q4	$173K	Buy	1,921 +490	+34%	+$47.5K	0.1%	33
2024 Q3	$141K	Buy	+1,431	New	+$141K	0.08%	37

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

Family CFO's XBI Position: Q1 2026 in Review

Family CFO sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 526 shares — an estimated $64.1K sold.

Family CFO first reported a position in XBI in Q3 2024 and held it in 5 quarters. The position peaked at $173K in Q4 2024. 816 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Family CFO reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
Family CFO sold 526 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $64.1K.
Family CFO first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 5 quarters.
Family CFO's State Street SPDR S&P Biotech ETF position peaked at $173K in Q4 2024.
816 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.