Independent Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Independent Financial Group’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	$2.46M	Buy	15,529 +7,824	+102%	+$1.06M	0.05%	391
2026 Q1	$984K	Sell	7,705 -1,024	-12%	-$128K	0.02%	631
2025 Q4	$1.06M	Buy	8,729 +3,930	+82%	+$451K	0.02%	595
2025 Q3	$481K	Buy	4,799 +479	+11%	+$43.1K	0.01%	871
2025 Q2	$358K	Sell	4,320 -3,251	-43%	-$259K	0.01%	934
2025 Q1	$614K	Sell	7,571 -10,130	-57%	-$905K	0.02%	636
2024 Q4	$1.59M	Sell	17,701 -1,656	-9%	-$160K	0.05%	348
2024 Q3	$1.91M	Buy	19,357 +3,988	+26%	+$392K	0.07%	277
2024 Q2	$1.42M	Buy	15,369 +2,546	+20%	+$228K	0.06%	310
2024 Q1	$1.22M	Buy	12,823 +1,630	+15%	+$151K	0.06%	332
2023 Q4	$999K	Sell	11,193 -2,486	-18%	-$185K	0.05%	359
2023 Q3	$999K	Buy	13,679 +442	+3%	+$35.3K	0.07%	316
2023 Q2	$1.1M	Sell	13,237 -1,562	-11%	-$131K	0.08%	286
2023 Q1	$1.13M	Sell	14,799 -61,666	-81%	-$5.12M	0.09%	252
2022 Q4	$6.35M	Sell	76,465 -6,331	-8%	-$513K	0.55%	24
2022 Q3	$6.57M	Buy	82,796 +9,770	+13%	+$824K	0.6%	20
2022 Q2	$5.42M	Buy	73,026 +51,741	+243%	+$3.88M	0.58%	28
2022 Q1	$1.91M	Buy	21,285 +2,943	+16%	+$272K	0.16%	132
2021 Q4	$2.05M	Sell	18,342 -930	-5%	-$112K	0.17%	126
2021 Q3	$2.42M	Sell	19,272 -50	-0.3%	-$6.44K	0.25%	93
2021 Q2	$2.62M	Buy	19,322 +1,147	+6%	+$151K	0.28%	83
2021 Q1	$2.47M	Buy	18,175 +86	+0.5%	+$12.9K	0.32%	70
2020 Q4	$2.55M	Buy	18,089 +407	+2%	+$52.1K	0.38%	55
2020 Q3	$1.97M	Buy	17,682 +3,135	+22%	+$351K	0.37%	56
2020 Q2	$1.63M	Buy	14,547 +3,781	+35%	+$372K	0.36%	61
2020 Q1	$834K	Buy	+10,766	New	+$953K	0.25%	101

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

Independent Financial Group's XBI Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 102% in Q2 2026, buying an estimated $1.06M and bringing the position to 15,529 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #391.

Independent Financial Group first reported a position in XBI in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.57M in Q3 2022. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Independent Financial Group held 15,529 shares of State Street SPDR S&P Biotech ETF worth $2.46M as of Q2 2026.
Independent Financial Group bought 7,824 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.06M.
State Street SPDR S&P Biotech ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #391 holding.
Independent Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's State Street SPDR S&P Biotech ETF position peaked at $6.57M in Q3 2022.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.