Investment Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Investment Partners’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	$252K	Buy	+1,591	New	+$215K	0.08%	150
2024 Q4	–	Sell	-2,057	Closed	-$203K	–	155
2024 Q3	$203K	Sell	2,057 -130	-6%	-$12.8K	0.08%	144
2024 Q2	$203K	Sell	2,187 -26	-1%	-$2.33K	0.09%	138
2024 Q1	$210K	Buy	+2,213	New	+$205K	0.1%	136
2023 Q1	–	Sell	-3,410	Closed	-$283K	–	144
2022 Q4	$283K	Sell	3,410 -826	-19%	-$66.9K	0.15%	117
2022 Q3	$336K	Sell	4,236 -1,747	-29%	-$147K	0.1%	176
2022 Q2	$444K	Buy	5,983 +50	+0.8%	+$3.75K	0.22%	93
2022 Q1	$533K	Sell	5,933 -165	-3%	-$15.2K	0.23%	87
2021 Q4	$683K	Buy	6,098 +1,373	+29%	+$166K	0.28%	78
2021 Q3	$594K	Buy	4,725 +1,372	+41%	+$177K	0.27%	80
2021 Q2	$454K	Buy	3,353 +1,056	+46%	+$139K	0.21%	93
2021 Q1	$312K	Buy	2,297 +709	+45%	+$106K	0.15%	117
2020 Q4	$224K	Buy	+1,588	New	+$203K	0.12%	135

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

Investment Partners's XBI Position: Q2 2026 in Review

Investment Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,591 shares worth $252K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings. This is a return to the name: Investment Partners previously reported a position in XBI as recently as Q3 2024.

Investment Partners first reported a position in XBI in Q4 2020 and has held it in 13 quarters since. The position peaked at $683K in Q4 2021. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Investment Partners held 1,591 shares of State Street SPDR S&P Biotech ETF worth $252K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Investment Partners position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.08% of Investment Partners's portfolio in Q2 2026, its #150 holding.
Investment Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 13 quarters since.
Investment Partners's State Street SPDR S&P Biotech ETF position peaked at $683K in Q4 2021.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.