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Genesis Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Genesis Financial Group’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 		$1.57M Buy
9,950
+2,150
+28% +$291K 1.02% 25
2026
Q1 		$996K Buy
+7,800
New +$974K 0.63% 40

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
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

Genesis Financial Group's XBI Position: Q2 2026 in Review

Genesis Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 28% in Q2 2026, buying an estimated $291K and bringing the position to 9,950 shares worth $1.57M. The position accounts for 1.02% of the portfolio, ranked #25.

Genesis Financial Group first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Genesis Financial Group held 9,950 shares of State Street SPDR S&P Biotech ETF worth $1.57M as of Q2 2026.
  • Genesis Financial Group bought 2,150 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $291K.
  • State Street SPDR S&P Biotech ETF made up 1.02% of Genesis Financial Group's portfolio in Q2 2026, its #25 holding.
  • Genesis Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.