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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freestone Capital Holdings's XBI Position: Q1 2026 in Review

Freestone Capital Holdings held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 1,716 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #506.

Freestone Capital Holdings first reported a position in XBI in Q3 2020 and has held it in 4 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Freestone Capital Holdings held 1,716 shares of State Street SPDR S&P Biotech ETF worth $219K as of Q1 2026.
Freestone Capital Holdings 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 Freestone Capital Holdings's portfolio in Q1 2026, its #506 holding.
Freestone Capital Holdings first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 4 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.