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HeadInvest LLC’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

HeadInvest LLC’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 		$1.21M Buy
7,651
+370
+5% +$50K 0.23% 92
2026
Q1 		$930K Buy
7,281
+2,415
+50% +$301K 0.19% 101
2025
Q4 		$593K Buy
4,866
+270
+6% +$31K 0.12% 133
2025
Q3 		$461K Sell
4,596
-250
-5% -$22.5K 0.1% 149
2025
Q2 		$402K Sell
4,846
-36
-0.7% -$2.87K 0.09% 159
2025
Q1 		$396K Sell
4,882
-115
-2% -$10.3K 0.08% 167
2024
Q4 		$450K Buy
4,997
+235
+5% +$22.8K 0.08% 156
2024
Q3 		$470K Buy
4,762
+362
+8% +$35.6K 0.09% 156
2024
Q2 		$408K Buy
4,400
+685
+18% +$61.4K 0.08% 161
2024
Q1 		$353K Buy
+3,715
New +$345K 0.07% 173
2023
Q4 		– Sell
-1,203
Closed -$85K – 715
2023
Q3 		$85K Buy
+1,203
New +$96.1K 0.02% 299

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
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

HeadInvest LLC's XBI Position: Q2 2026 in Review

HeadInvest LLC increased its State Street SPDR S&P Biotech ETF (XBI) stake by 5.1% in Q2 2026, buying an estimated $50K and bringing the position to 7,651 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #92.

HeadInvest LLC first reported a position in XBI in Q3 2023 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • HeadInvest LLC held 7,651 shares of State Street SPDR S&P Biotech ETF worth $1.21M as of Q2 2026.
  • HeadInvest LLC bought 370 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $50K.
  • State Street SPDR S&P Biotech ETF made up 0.23% of HeadInvest LLC's portfolio in Q2 2026, its #92 holding.
  • HeadInvest LLC first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and has held it in 11 quarters since.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.