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Jefferies Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Jefferies Financial Group’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
Q1 		$296M Buy
2,314,720
+599,631
+35% +$74.9M 2.02% 5
2025
Q4 		$209M Buy
1,715,089
+209,019
+14% +$24M 1.07% 13
2025
Q3 		$151M Buy
1,506,070
+74,191
+5% +$6.68M 0.71% 20
2025
Q2 		$119M Buy
1,431,879
+636,869
+80% +$50.8M 1% 9
2025
Q1 		$64.5M Buy
795,010
+184,277
+30% +$16.5M 0.57% 24
2024
Q4 		$55M Buy
610,733
+541,290
+779% +$52.4M 0.33% 57
2024
Q3 		$6.86M Buy
69,443
+21,512
+45% +$2.11M 0.05% 248
2024
Q2 		$4.44M Sell
47,931
-760,730
-94% -$68.2M 0.05% 333
2024
Q1 		$76.7M Buy
808,661
+612,688
+313% +$56.9M 0.71% 20
2023
Q4 		$17.5M Sell
195,973
-811,816
-81% -$60.3M 0.11% 122
2023
Q3 		$73.6M Buy
1,007,789
+5,415
+0.5% +$433K 0.66% 21
2023
Q2 		$83.4M Sell
1,002,374
-25,036
-2% -$2.09M 0.75% 23
2023
Q1 		$78.3M Buy
1,027,410
+282,193
+38% +$23.4M 0.63% 19
2022
Q4 		$61.9M Buy
+745,217
New +$60.3M 0.43% 34

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Financial Group's XBI Position: Q1 2026 in Review

Jefferies Financial Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 35% in Q1 2026, buying an estimated $74.9M and bringing the position to 2,314,720 shares worth $296M. The position accounts for 2.02% of the portfolio, ranked #5.

Jefferies Financial Group first reported a position in XBI in Q4 2022 and has held it in 14 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Jefferies Financial Group held 2,314,720 shares of State Street SPDR S&P Biotech ETF worth $296M as of Q1 2026.
  • Jefferies Financial Group bought 599,631 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $74.9M.
  • State Street SPDR S&P Biotech ETF made up 2.02% of Jefferies Financial Group's portfolio in Q1 2026, its #5 holding.
  • Jefferies Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 14 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.