Founders Financial Securities’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Founders Financial Securities’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	$5.29M	Buy	+33,424	New	+$4.52M	0.27%	74
2025 Q2	–	Sell	-3,264	Closed	-$266K	–	515
2025 Q1	$266K	Sell	3,264 -400	-11%	-$35.8K	0.02%	407
2024 Q4	$330K	Sell	3,664 -1,857	-34%	-$180K	0.03%	366
2024 Q3	$545K	Sell	5,521 -907	-14%	-$89.1K	0.05%	256
2024 Q2	$596K	Buy	6,428 +858	+15%	+$76.9K	0.06%	257
2024 Q1	$529K	Buy	5,570 +337	+6%	+$31.3K	0.06%	255
2023 Q4	$467K	Buy	5,233 +101	+2%	+$7.5K	0.05%	255
2023 Q3	$375K	Sell	5,132 -100	-2%	-$7.99K	0.05%	241
2023 Q2	$435K	Buy	5,232 +476	+10%	+$39.8K	0.06%	226
2023 Q1	$362K	Buy	4,756 +363	+8%	+$30.1K	0.05%	240
2022 Q4	$365K	Buy	4,393 +450	+11%	+$36.4K	0.06%	230
2022 Q3	$313K	Buy	+3,943	New	+$332K	0.06%	228

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

Founders Financial Securities's XBI Position: Q2 2026 in Review

Founders Financial Securities opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 33,424 shares worth $5.29M. The stake represents 0.27% of the portfolio and ranks #74 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in XBI as recently as Q1 2025.

Founders Financial Securities first reported a position in XBI in Q3 2022 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Founders Financial Securities held 33,424 shares of State Street SPDR S&P Biotech ETF worth $5.29M as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Founders Financial Securities position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.27% of Founders Financial Securities's portfolio in Q2 2026, its #74 holding.
Founders Financial Securities first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.