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

Greystone 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 		$551K Sell
3,482
-92
-3% -$12.4K 0.15% 60
2026
Q1 		$457K Sell
3,574
-1,821
-34% -$227K 0.13% 62
2025
Q4 		$658K Buy
+5,395
New +$619K 0.1% 80

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Greystone Financial Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.6% in Q2 2026, selling an estimated $12.4K and leaving 3,482 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #60.

Greystone Financial Group first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. The position peaked at $658K in Q4 2025. 404 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Greystone Financial Group held 3,482 shares of State Street SPDR S&P Biotech ETF worth $551K as of Q2 2026.
  • Greystone Financial Group sold 92 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $12.4K.
  • State Street SPDR S&P Biotech ETF made up 0.15% of Greystone Financial Group's portfolio in Q2 2026, its #60 holding.
  • Greystone Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • Greystone Financial Group's State Street SPDR S&P Biotech ETF position peaked at $658K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.