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

Ironwood Investment Counsel’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	$390K	Hold	2,467	–	–	0.05%	201
2026 Q1	$315K	Hold	2,467	–	–	0.05%	212
2025 Q4	$301K	Sell	2,467 -90	-4%	-$10.3K	0.04%	216
2025 Q3	$256K	Buy	+2,557	New	+$230K	0.04%	234
2024 Q4	–	Sell	-3,254	Closed	-$321K	–	262
2024 Q3	$321K	Sell	3,254 -45	-1%	-$4.42K	0.05%	202
2024 Q2	$306K	Buy	3,299 +132	+4%	+$11.8K	0.05%	208
2024 Q1	$301K	Sell	3,167 -490	-13%	-$45.5K	0.05%	210
2023 Q4	$327K	Sell	3,657 -24	-0.7%	-$1.78K	0.06%	198
2023 Q3	$269K	Buy	+3,681	New	+$294K	0.06%	206

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Ironwood Investment Counsel's XBI Position: Q2 2026 in Review

Ironwood Investment Counsel held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 2,467 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #201.

Ironwood Investment Counsel first reported a position in XBI in Q3 2023 and has held it in 9 quarters since. 551 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Ironwood Investment Counsel held 2,467 shares of State Street SPDR S&P Biotech ETF worth $390K as of Q2 2026.
Ironwood Investment Counsel left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.05% of Ironwood Investment Counsel's portfolio in Q2 2026, its #201 holding.
Ironwood Investment Counsel first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and has held it in 9 quarters since.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.