Midwest Trust
XBI icon

Midwest Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Midwest Trust’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
Q3 		$579K Buy
3,675
+2,000
+119% +$316K 0.01% 442
2026
Q2 		$265K Buy
1,675
+61
+4% +$8.25K ﹤0.01% 554
2026
Q1 		$206K Buy
+1,614
New +$201K ﹤0.01% 580

Other funds holding XBI

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Midwest Trust's XBI Position: Q3 2026 in Review

Midwest Trust increased its State Street SPDR S&P Biotech ETF (XBI) stake by 119% in Q3 2026, buying an estimated $316K and bringing the position to 3,675 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #442.

Midwest Trust first reported a position in XBI in Q1 2026 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Midwest Trust held 3,675 shares of State Street SPDR S&P Biotech ETF worth $579K as of Q3 2026.
  • Midwest Trust bought 2,000 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $316K.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #442 holding.
  • Midwest Trust first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.