Global Financial Private Client’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Global Financial Private Client’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	$433K	Buy	2,735 +321	+13%	+$43.4K	0.12%	182
2026 Q1	$308K	Buy	2,414 +485	+25%	+$60.5K	0.1%	199
2025 Q4	$235K	Buy	+1,929	New	+$221K	0.08%	207
2025 Q2	–	Sell	-718	Closed	-$58.2K	–	1625
2025 Q1	$58.2K	Sell	718 -8,608	-92%	-$769K	0.02%	318
2024 Q4	$840K	Buy	9,326 +727	+8%	+$70.4K	0.31%	87
2024 Q3	$850K	Buy	8,599 +8	+0.1%	+$786	0.33%	84
2024 Q2	$796K	Buy	8,591 +139	+2%	+$12.5K	0.33%	84
2024 Q1	$793K	Buy	+8,452	New	+$784K	0.34%	82

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

Global Financial Private Client's XBI Position: Q2 2026 in Review

Global Financial Private Client increased its State Street SPDR S&P Biotech ETF (XBI) stake by 13% in Q2 2026, buying an estimated $43.4K and bringing the position to 2,735 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #182.

Global Financial Private Client first reported a position in XBI in Q1 2024 and has held it in 8 quarters since. The position peaked at $850K in Q3 2024. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Global Financial Private Client held 2,735 shares of State Street SPDR S&P Biotech ETF worth $433K as of Q2 2026.
Global Financial Private Client bought 321 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $43.4K.
State Street SPDR S&P Biotech ETF made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #182 holding.
Global Financial Private Client first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 8 quarters since.
Global Financial Private Client's State Street SPDR S&P Biotech ETF position peaked at $850K in Q3 2024.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.