LB
XBI icon

Legacy Bridge’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Legacy Bridge’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 		$1.43M Sell
11,209
-90
-0.8% -$11.2K 0.55% 67
2025
Q4 		$1.38M Buy
11,299
+845
+8% +$96.9K 0.56% 64
2025
Q3 		$1.05M Sell
10,454
-455
-4% -$41K 0.44% 74
2025
Q2 		$905K Sell
10,909
-7,645
-41% -$610K 0.43% 77
2025
Q1 		$1.5M Sell
18,554
-600
-3% -$53.6K 0.84% 41
2024
Q4 		$1.73M Buy
19,154
+25
+0.1% +$2.42K 0.9% 32
2024
Q3 		$1.89M Buy
19,129
+8
+0% +$786 1.02% 27
2024
Q2 		$1.77M Buy
19,121
+18,357
+2,403% +$1.65M 1.04% 28
2024
Q1 		$72.5K Buy
764
+467
+157% +$43.3K 0.04% 179
2023
Q4 		$26.5K Hold
297
– – 0.02% 221
2023
Q3 		$21.7K Hold
297
– – 0.02% 222
2023
Q2 		$24.7K Hold
297
– – 0.02% 220
2023
Q1 		$22.6K Hold
297
– – 0.02% 224
2022
Q4 		$24.7K Hold
297
– – 0.02% 223
2022
Q3 		$24K Hold
297
– – 0.02% 210
2022
Q2 		$22K Hold
297
– – 0.02% 217
2022
Q1 		$27K Hold
297
– – 0.02% 225
2021
Q4 		$33K Hold
297
– – 0.02% 220
2021
Q3 		$37K Hold
297
– – 0.02% 206
2021
Q2 		$40K Hold
297
– – 0.02% 207
2021
Q1 		$40K Sell
297
-297
-50% -$44.5K 0.03% 203
2020
Q4 		$84K Hold
594
– – 0.06% 170
2020
Q3 		$66K Hold
594
– – 0.06% 169
2020
Q2 		$66K Buy
594
+297
+100% +$29.3K 0.07% 164
2020
Q1 		$23K Hold
297
– – 0.03% 196
2019
Q4 		$28K Hold
297
– – 0.02% 215
2019
Q3 		$23K Hold
297
– – 0.02% 214
2019
Q2 		$26K Hold
297
– – 0.03% 209
2019
Q1 		$27K Hold
297
– – 0.03% 204
2018
Q4 		$21K Buy
+297
New +$23.9K 0.03% 186

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

Legacy Bridge's XBI Position: Q1 2026 in Review

Legacy Bridge reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.8% in Q1 2026, selling an estimated $11.2K and leaving 11,209 shares worth $1.43M. The position accounts for 0.55% of the portfolio, ranked #67.

Legacy Bridge first reported a position in XBI in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.89M in Q3 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Legacy Bridge held 11,209 shares of State Street SPDR S&P Biotech ETF worth $1.43M as of Q1 2026.
  • Legacy Bridge sold 90 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $11.2K.
  • State Street SPDR S&P Biotech ETF made up 0.55% of Legacy Bridge's portfolio in Q1 2026, its #67 holding.
  • Legacy Bridge first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's State Street SPDR S&P Biotech ETF position peaked at $1.89M in Q3 2024.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.