Horizon Investments’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Horizon Investments’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	$316	Sell	2 -2	-50%	-$270	﹤0.01%	1379
2026 Q1	$511	Buy	4 +2	+100%	+$250	﹤0.01%	1366
2025 Q4	$244	Hold	2	–	–	﹤0.01%	1291
2025 Q3	$200	Buy	+2	New	+$180	﹤0.01%	1177
2025 Q1	–	Sell	-3	Closed	-$270	–	932
2024 Q4	$270	Hold	3	–	–	﹤0.01%	856
2024 Q3	$296	Buy	+3	New	+$295	﹤0.01%	829

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

Horizon Investments's XBI Position: Q2 2026 in Review

Horizon Investments reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 50% in Q2 2026, selling an estimated $270 and leaving 2 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Horizon Investments first reported a position in XBI in Q3 2024 and has held it in 6 quarters since. The position peaked at $511 in Q1 2026. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Horizon Investments held 2 shares of State Street SPDR S&P Biotech ETF worth $316 as of Q2 2026.
Horizon Investments sold 2 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $270.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1379 holding.
Horizon Investments first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and has held it in 6 quarters since.
Horizon Investments's State Street SPDR S&P Biotech ETF position peaked at $511 in Q1 2026.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.