Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$712K	Buy	4,500 +4,000	+800%	+$541K	0.01%	206
2026 Q1	$64.7K	Hold	500	–	–	﹤0.01%	407
2025 Q4	$64.3K	Hold	500	–	–	﹤0.01%	408
2025 Q3	$53.8K	Hold	500	–	–	﹤0.01%	418
2025 Q2	$41.5K	Hold	500	–	–	﹤0.01%	401
2025 Q1	$39.5K	Hold	500	–	–	﹤0.01%	399
2024 Q4	$46.3K	Buy	+500	New	+$48.4K	﹤0.01%	398
2023 Q2	–	Sell	-36	Closed	-$2.74K	–	671
2023 Q1	$2.74K	Buy	+36	New	+$2.99K	﹤0.01%	563
2020 Q2	–	Sell	-19	Closed	-$2K	–	660
2020 Q1	$2K	Buy	+19	New	+$1.68K	﹤0.01%	623
2017 Q2	–	Sell	-300	Closed	-$21K	–	659
2017 Q1	$21K	Hold	300	–	–	﹤0.01%	489
2016 Q4	$18K	Hold	300	–	–	﹤0.01%	479
2016 Q3	$20K	Buy	+300	New	+$18.6K	﹤0.01%	480

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

Loring Wolcott & Coolidge Fiduciary Advisors's XBI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 800% in Q2 2026, buying an estimated $541K and bringing the position to 4,500 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #206.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XBI in Q3 2016 and has held it in 12 quarters since. 551 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,500 shares of State Street SPDR S&P Biotech ETF worth $712K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 4,000 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $541K.
State Street SPDR S&P Biotech ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #206 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2016 and has held it in 12 quarters since.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.