HM Payson & Co’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

HM Payson & Co’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	$10.1K	Buy	64 +10	+19%	+$1.35K	﹤0.01%	925
2026 Q1	$6.87K	Buy	+54	New	+$6.74K	﹤0.01%	947
2024 Q4	–	Sell	-100	Closed	-$9.88K	–	1160
2024 Q3	$9.88K	Buy	+100	New	+$9.82K	﹤0.01%	837
2024 Q2	–	Sell	-271	Closed	-$25.7K	–	1037
2024 Q1	$25.7K	Sell	271 -129	-32%	-$12K	﹤0.01%	706
2023 Q4	$35.7K	Hold	400	–	–	﹤0.01%	644
2023 Q3	$29.2K	Hold	400	–	–	﹤0.01%	677
2023 Q2	$33.3K	Sell	400 -414	-51%	-$34.6K	﹤0.01%	652
2023 Q1	$62K	Hold	814	–	–	﹤0.01%	538
2022 Q4	$67.6K	Sell	814 -1,456	-64%	-$118K	﹤0.01%	520
2022 Q3	$180K	Hold	2,270	–	–	﹤0.01%	391
2022 Q2	$169K	Hold	2,270	–	–	﹤0.01%	403
2022 Q1	$204K	Hold	2,270	–	–	﹤0.01%	400
2021 Q4	$254K	Hold	2,270	–	–	0.01%	372
2021 Q3	$285K	Hold	2,270	–	–	0.01%	334
2021 Q2	$307K	Hold	2,270	–	–	0.01%	335
2021 Q1	$308K	Buy	2,270 +12	+0.5%	+$1.8K	0.01%	327
2020 Q4	$318K	Hold	2,258	–	–	0.01%	324
2020 Q3	$252K	Buy	2,258 +333	+17%	+$37.3K	0.01%	327
2020 Q2	$216K	Hold	1,925	–	–	0.01%	332
2020 Q1	$149K	Sell	1,925 -127	-6%	-$11.2K	0.01%	362
2019 Q4	$195K	Sell	2,052 -250	-11%	-$21.6K	0.01%	391
2019 Q3	$176K	Hold	2,302	–	–	0.01%	404
2019 Q2	$202K	Buy	+2,302	New	+$196K	0.01%	391
2015 Q3	–	Sell	-2,679	Closed	-$225K	–	311
2015 Q2	$225K	Hold	2,679	–	–	0.01%	280
2015 Q1	$201K	Buy	+2,679	New	+$187K	0.01%	289

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

HM Payson & Co's XBI Position: Q2 2026 in Review

HM Payson & Co increased its State Street SPDR S&P Biotech ETF (XBI) stake by 19% in Q2 2026, buying an estimated $1.35K and bringing the position to 64 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

HM Payson & Co first reported a position in XBI in Q1 2015 and has held it in 25 quarters since. The position peaked at $318K in Q4 2020. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

HM Payson & Co held 64 shares of State Street SPDR S&P Biotech ETF worth $10.1K as of Q2 2026.
HM Payson & Co bought 10 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.35K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #925 holding.
HM Payson & Co first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and has held it in 25 quarters since.
HM Payson & Co's State Street SPDR S&P Biotech ETF position peaked at $318K in Q4 2020.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.