Ground Swell Capital’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ground Swell Capital’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	-1,721	Closed	-$210K	–	186
2025 Q4	$210K	Buy	+1,721	New	+$197K	0.43%	43
2024 Q2	–	Sell	-20,658	Closed	-$1.96M	–	223
2024 Q1	$1.96M	Buy	+20,658	New	+$1.92M	1.78%	5

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

Ground Swell Capital's XBI Position: Q1 2026 in Review

Ground Swell Capital sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 1,721 shares — an estimated $210K sold.

Ground Swell Capital first reported a position in XBI in Q1 2024 and held it in 2 quarters. The position peaked at $1.96M in Q1 2024. 816 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Ground Swell Capital reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
Ground Swell Capital sold 1,721 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $210K.
Ground Swell Capital first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and held it in 2 quarters.
Ground Swell Capital's State Street SPDR S&P Biotech ETF position peaked at $1.96M in Q1 2024.
816 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.