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	$2.55M	Sell	20,000 -40,000	-67%	-$4.99M	0.02%	537
2025 Q4	$7.32M	Buy	60,000 +30,000	+100%	+$3.44M	0.04%	398
2025 Q3	$3.01M	Buy	+30,000	New	+$2.7M	0.01%	512
2025 Q2	–	Sell	-100,000	Closed	-$8.11M	–	1871
2025 Q1	$8.11M	Buy	100,000 +96,700	+2,930%	+$8.64M	0.07%	191
2024 Q4	$297K	Hold	3,300	–	–	﹤0.01%	1264
2024 Q3	$326K	Sell	3,300 -50,100	-94%	-$4.92M	﹤0.01%	1096
2024 Q2	$4.95M	Sell	53,400 -151,800	-74%	-$13.6M	0.05%	293
2024 Q1	$19.5M	Sell	205,200 -503,800	-71%	-$46.7M	0.18%	91
2023 Q4	$63.3M	Buy	709,000 +376,200	+113%	+$27.9M	0.41%	35
2023 Q3	$24.3M	Buy	332,800 +58,300	+21%	+$4.66M	0.22%	68
2023 Q2	$22.8M	Buy	274,500 +109,800	+67%	+$9.18M	0.2%	88
2023 Q1	$12.6M	Sell	164,700 -130,200	-44%	-$10.8M	0.1%	175
2022 Q4	$24.5M	Buy	+294,900	New	+$23.9M	0.17%	93

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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.