Freestone Capital Holdings’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Freestone Capital Holdings’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	$945K	Buy	5,973 +4,257	+248%	+$575K	0.02%	266
2026 Q1	$219K	Hold	1,716	–	–	0.01%	506
2025 Q4	$209K	Buy	+1,716	New	+$197K	0.01%	509
2021 Q1	–	Sell	-488	Closed	-$68.7K	–	1146
2020 Q4	$68.7K	Hold	488	–	–	﹤0.01%	500
2020 Q3	$54.4K	Buy	+488	New	+$54.7K	﹤0.01%	479

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

Freestone Capital Holdings's XBI Position: Q2 2026 in Review

Freestone Capital Holdings increased its State Street SPDR S&P Biotech ETF (XBI) stake by 248% in Q2 2026, buying an estimated $575K and bringing the position to 5,973 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #266.

Freestone Capital Holdings first reported a position in XBI in Q3 2020 and has held it in 5 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Freestone Capital Holdings held 5,973 shares of State Street SPDR S&P Biotech ETF worth $945K as of Q2 2026.
Freestone Capital Holdings bought 4,257 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $575K.
State Street SPDR S&P Biotech ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #266 holding.
Freestone Capital Holdings first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 5 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.