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 Q1	$996K	Buy	+7,800	New	+$974K	0.63%	40

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 $303B AUM 53.02% 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

Genesis Financial Group's XBI Position: Q1 2026 in Review

Genesis Financial Group opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 7,800 shares worth $996K. The stake represents 0.63% of the portfolio and ranks #40 among its holdings.

815 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Genesis Financial Group held 7,800 shares of State Street SPDR S&P Biotech ETF worth $996K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Genesis Financial Group position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.63% of Genesis Financial Group's portfolio in Q1 2026, its #40 holding.
815 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.