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

Grantvest 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	–	Sell	-2,207	Closed	-$269K	–	176
2025 Q4	$269K	Sell	2,207 -50	-2%	-$5.73K	0.17%	137
2025 Q3	$226K	Sell	2,257 -169	-7%	-$15.2K	0.16%	140
2025 Q2	$201K	Buy	+2,426	New	+$194K	0.15%	138
2025 Q1	–	Sell	-2,541	Closed	-$229K	–	137
2024 Q4	$229K	Buy	+2,541	New	+$246K	0.26%	109

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Grantvest Financial Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 2,207 shares — an estimated $269K sold.

Grantvest Financial Group first reported a position in XBI in Q4 2024 and held it in 4 quarters. The position peaked at $269K in Q4 2025. 816 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Grantvest Financial Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
Grantvest Financial Group sold 2,207 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $269K.
Grantvest Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 4 quarters.
Grantvest Financial Group's State Street SPDR S&P Biotech ETF position peaked at $269K in Q4 2025.
816 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.