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

IPG Investment Advisors’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	$935K	Buy	5,908 +2,852	+93%	+$386K	0.13%	126
2026 Q1	$390K	Buy	3,056 +1,400	+85%	+$175K	0.07%	156
2025 Q4	$202K	Buy	+1,656	New	+$190K	0.04%	211
2024 Q1	–	Sell	-2,836	Closed	-$253K	–	224
2023 Q4	$253K	Buy	+2,836	New	+$211K	0.05%	153
2022 Q2	–	Sell	-11,480	Closed	-$1.03M	–	194
2022 Q1	$1.03M	Buy	+11,480	New	+$1.06M	0.2%	62

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

IPG Investment Advisors's XBI Position: Q2 2026 in Review

IPG Investment Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 93% in Q2 2026, buying an estimated $386K and bringing the position to 5,908 shares worth $935K. The position accounts for 0.13% of the portfolio, ranked #126.

IPG Investment Advisors first reported a position in XBI in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2022. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

IPG Investment Advisors held 5,908 shares of State Street SPDR S&P Biotech ETF worth $935K as of Q2 2026.
IPG Investment Advisors bought 2,852 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $386K.
State Street SPDR S&P Biotech ETF made up 0.13% of IPG Investment Advisors's portfolio in Q2 2026, its #126 holding.
IPG Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 5 quarters since.
IPG Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.03M in Q1 2022.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.