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

Investment Research 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 		$2.27M Sell
14,325
-638
-4% -$86.2K 0.77% 26
2026
Q1 		$1.91M Sell
14,963
-389
-3% -$48.6K 0.78% 22
2025
Q4 		$1.87M Sell
15,352
-429
-3% -$49.2K 0.8% 25
2025
Q3 		$1.75M Buy
+15,781
New +$1.42M 0.79% 24

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investment Research Partners's XBI Position: Q2 2026 in Review

Investment Research Partners reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4.3% in Q2 2026, selling an estimated $86.2K and leaving 14,325 shares worth $2.27M. The position accounts for 0.77% of the portfolio, ranked #26.

Investment Research Partners first reported a position in XBI in Q3 2025 and has held it in 4 quarters since. 692 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Investment Research Partners held 14,325 shares of State Street SPDR S&P Biotech ETF worth $2.27M as of Q2 2026.
  • Investment Research Partners sold 638 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $86.2K.
  • State Street SPDR S&P Biotech ETF made up 0.77% of Investment Research Partners's portfolio in Q2 2026, its #26 holding.
  • Investment Research Partners first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and has held it in 4 quarters since.
  • 692 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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