IMC
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Investment Management Corporation’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Investment Management Corporation’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 		$1.36M Buy
8,603
+82
+1% +$11.1K 1.14% 17
2026
Q1 		$1.09M Buy
8,521
+56
+0.7% +$6.99K 0.93% 16
2025
Q4 		$1.03M Buy
+8,465
New +$971K 0.87% 20

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Investment Management Corporation's XBI Position: Q2 2026 in Review

Investment Management Corporation increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.96% in Q2 2026, buying an estimated $11.1K and bringing the position to 8,603 shares worth $1.36M. The position accounts for 1.14% of the portfolio, ranked #17.

Investment Management Corporation first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Investment Management Corporation held 8,603 shares of State Street SPDR S&P Biotech ETF worth $1.36M as of Q2 2026.
  • Investment Management Corporation bought 82 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $11.1K.
  • State Street SPDR S&P Biotech ETF made up 1.14% of Investment Management Corporation's portfolio in Q2 2026, its #17 holding.
  • Investment Management Corporation first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Investment Management Corporation's 13F filing for Q2 2026, filed 22 Jul 2026.