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Means Investment Company’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Means Investment Company’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 		$823K Buy
6,444
+25
+0.4% +$3.12K 0.07% 99
2025
Q4 		$783K Buy
6,419
+258
+4% +$29.6K 0.07% 101
2025
Q3 		$617K Sell
6,161
-1,112
-15% -$100K 0.05% 117
2025
Q2 		$603K Sell
7,273
-45,393
-86% -$3.62M 0.06% 116
2025
Q1 		$4.27M Sell
52,666
-54,107
-51% -$4.84M 0.45% 35
2024
Q4 		$9.62M Buy
106,773
+1,407
+1% +$136K 1% 18
2024
Q3 		$10.4M Buy
105,366
+424
+0.4% +$41.7K 1.16% 18
2024
Q2 		$9.73M Buy
104,942
+37,847
+56% +$3.39M 1.16% 16
2024
Q1 		$6.37M Sell
67,095
-806
-1% -$74.8K 0.82% 24
2023
Q4 		$6.06M Sell
67,901
-12,003
-15% -$891K 0.87% 22
2023
Q3 		$5.83M Sell
79,904
-13,634
-15% -$1.09M 0.96% 19
2023
Q2 		$7.78M Sell
93,538
-989
-1% -$82.7K 1.23% 19
2023
Q1 		$7.2M Sell
94,527
-2,139
-2% -$177K 1.27% 17
2022
Q4 		$8.02M Buy
96,666
+212
+0.2% +$17.2K 1.61% 13
2022
Q3 		$7.65M Sell
96,454
-31
-0% -$2.61K 1.66% 12
2022
Q2 		$7.17M Buy
96,485
+3,053
+3% +$229K 1.52% 12
2022
Q1 		$8.4M Buy
93,432
+2,072
+2% +$191K 1.52% 12
2021
Q4 		$10.2M Buy
91,360
+2,372
+3% +$286K 1.81% 11
2021
Q3 		$11.2M Buy
88,988
+3,630
+4% +$467K 2.21% 11
2021
Q2 		$11.6M Buy
85,358
+5,629
+7% +$740K 2.31% 9
2021
Q1 		$10.8M Buy
79,729
+784
+1% +$117K 2.46% 7
2020
Q4 		$13.1M Buy
78,945
+4,484
+6% +$574K 2.98% 5
2020
Q3 		$8.93M Buy
74,461
+4,291
+6% +$481K 2.45% 6
2020
Q2 		$7.67M Buy
70,170
+3,310
+5% +$326K 2.4% 6
2020
Q1 		$6.27M Buy
66,860
+1,085
+2% +$96.1K 2.43% 6
2019
Q4 		$6.33M Sell
65,775
-424
-0.6% -$36.7K 2.12% 10
2019
Q3 		$5.5M Buy
66,199
+2,270
+4% +$189K 2.08% 9
2019
Q2 		$5.56M Buy
63,929
+2,297
+4% +$196K 2.28% 9
2019
Q1 		$5.58M Buy
61,632
+7,060
+13% +$601K 2.45% 6
2018
Q4 		$3.92M Buy
+54,572
New +$4.4M 2.17% 7

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

Means Investment Company's XBI Position: Q1 2026 in Review

Means Investment Company increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.39% in Q1 2026, buying an estimated $3.12K and bringing the position to 6,444 shares worth $823K. The position accounts for 0.07% of the portfolio, ranked #99.

Means Investment Company first reported a position in XBI in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.1M in Q4 2020. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Means Investment Company held 6,444 shares of State Street SPDR S&P Biotech ETF worth $823K as of Q1 2026.
  • Means Investment Company bought 25 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $3.12K.
  • State Street SPDR S&P Biotech ETF made up 0.07% of Means Investment Company's portfolio in Q1 2026, its #99 holding.
  • Means Investment Company first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's State Street SPDR S&P Biotech ETF position peaked at $13.1M in Q4 2020.
  • 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.