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 Q2	$1.73M	Sell	10,933 -276	-2%	-$37.3K	0.53%	64
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 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

Legacy Bridge's XBI Position: Q2 2026 in Review

Legacy Bridge reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.5% in Q2 2026, selling an estimated $37.3K and leaving 10,933 shares worth $1.73M. The position accounts for 0.53% of the portfolio, ranked #64.

Legacy Bridge first reported a position in XBI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.89M in Q3 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Legacy Bridge held 10,933 shares of State Street SPDR S&P Biotech ETF worth $1.73M as of Q2 2026.
Legacy Bridge sold 276 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR S&P Biotech ETF made up 0.53% of Legacy Bridge's portfolio in Q2 2026, its #64 holding.
Legacy Bridge first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's State Street SPDR S&P Biotech ETF position peaked at $1.89M in Q3 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.