Grimes & Company’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Grimes & Company’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	$2.71M	Buy	17,142 +12,274	+252%	+$1.66M	0.06%	171
2026 Q1	$622K	Sell	4,868 -659	-12%	-$82.3K	0.02%	282
2025 Q4	$674K	Buy	5,527 +2,742	+98%	+$314K	0.02%	287
2025 Q3	$279K	Buy	2,785 +1	+0%	+$90	0.01%	387
2025 Q2	$231K	Hold	2,784	–	–	0.01%	383
2025 Q1	$226K	Hold	2,784	–	–	0.01%	335
2024 Q4	$251K	Buy	2,784 +691	+33%	+$66.9K	0.01%	334
2024 Q3	$207K	Buy	+2,093	New	+$206K	0.01%	347
2024 Q1	–	Sell	-60,750	Closed	-$5.42M	–	357
2023 Q4	$5.42M	Buy	+60,750	New	+$4.51M	0.18%	97
2018 Q4	–	Sell	-4,670	Closed	-$448K	–	249
2018 Q3	$448K	Buy	+4,670	New	+$453K	0.04%	167

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

Grimes & Company's XBI Position: Q2 2026 in Review

Grimes & Company increased its State Street SPDR S&P Biotech ETF (XBI) stake by 252% in Q2 2026, buying an estimated $1.66M and bringing the position to 17,142 shares worth $2.71M. The position accounts for 0.06% of the portfolio, ranked #171.

Grimes & Company first reported a position in XBI in Q3 2018 and has held it in 10 quarters since. The position peaked at $5.42M in Q4 2023. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Grimes & Company held 17,142 shares of State Street SPDR S&P Biotech ETF worth $2.71M as of Q2 2026.
Grimes & Company bought 12,274 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.66M.
State Street SPDR S&P Biotech ETF made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #171 holding.
Grimes & Company first reported a position in State Street SPDR S&P Biotech ETF in Q3 2018 and has held it in 10 quarters since.
Grimes & Company's State Street SPDR S&P Biotech ETF position peaked at $5.42M in Q4 2023.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.