Migdal Insurance & Financial Holdings’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Migdal Insurance & Financial Holdings’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	$57.5M	Buy	+450,000	New	+$56.2M	0.5%	47
2025 Q3	–	Sell	-750,000	Closed	-$62.2M	–	400
2025 Q2	$62.2M	Sell	750,000 -300,000	-29%	-$23.9M	0.74%	31
2025 Q1	$85.2M	Buy	+1,050,000	New	+$93.9M	1.2%	24
2024 Q2	–	Sell	-280,000	Closed	-$26.6M	–	554
2024 Q1	$26.6M	Sell	280,000 -319,007	-53%	-$29.6M	0.43%	51
2023 Q4	$53.5M	Sell	599,007 -810,193	-57%	-$60.2M	1.08%	24
2023 Q3	$103M	Buy	+1,409,200	New	+$113M	2.2%	10
2023 Q2	–	Sell	-1,155,590	Closed	-$88.1M	–	533
2023 Q1	$88.1M	Buy	1,155,590 +55,590	+5%	+$4.61M	1.95%	13
2022 Q4	$91.3M	Buy	+1,100,000	New	+$89.1M	2.03%	14
2022 Q2	–	Sell	-21,500	Closed	-$1.93M	–	647
2022 Q1	$1.93M	Hold	21,500	–	–	0.03%	143
2021 Q4	$2.41M	Hold	21,500	–	–	0.02%	162
2021 Q3	$2.7M	Sell	21,500 -325,000	-94%	-$41.9M	0.03%	161
2021 Q2	$46.9M	Buy	346,500 +100,000	+41%	+$13.1M	0.49%	61
2021 Q1	$33.4M	Buy	246,500 +225,000	+1,047%	+$33.7M	0.34%	83
2020 Q4	$3.03M	Hold	21,500	–	–	0.04%	131
2020 Q3	$2.4M	Hold	21,500	–	–	0.03%	189
2020 Q2	$2.41M	Hold	21,500	–	–	0.04%	167
2020 Q1	$1.67M	Hold	21,500	–	–	0.04%	136
2019 Q4	$2.04M	Sell	21,500 -6,200	-22%	-$536K	0.04%	142
2019 Q3	$2.11M	Sell	27,700 -112,600	-80%	-$9.36M	0.04%	144
2019 Q2	$12.3M	Sell	140,300 -20,500	-13%	-$1.75M	0.31%	65
2019 Q1	$14.6M	Sell	160,800 -72,240	-31%	-$6.15M	0.35%	59
2018 Q4	$16.7M	Sell	233,040 -124,570	-35%	-$10M	0.38%	54
2018 Q3	$34.3M	Buy	357,610 +269,595	+306%	+$26.1M	0.71%	30
2018 Q2	$8.38M	Sell	88,015 -3,740	-4%	-$344K	0.2%	104
2018 Q1	$8.05M	Sell	91,755 -15,453	-14%	-$1.41M	0.19%	92
2017 Q4	$9.1M	Buy	107,208 +65,208	+155%	+$5.46M	0.23%	82
2017 Q3	$3.64M	Sell	42,000 -32,200	-43%	-$2.58M	0.09%	147
2017 Q2	$5.73M	Hold	74,200	–	–	0.13%	103
2017 Q1	$5.14M	Buy	74,200 +16,213	+28%	+$1.09M	0.12%	102
2016 Q4	$3.43M	Buy	+57,987	New	+$3.58M	0.09%	97

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Migdal Insurance & Financial Holdings's XBI Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 450,000 shares worth $57.5M. The stake represents 0.5% of the portfolio and ranks #47 among its holdings. This is a return to the name: Migdal Insurance & Financial Holdings previously reported a position in XBI as recently as Q2 2025.

Migdal Insurance & Financial Holdings first reported a position in XBI in Q4 2016 and has held it in 30 quarters since. The position peaked at $103M in Q3 2023. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Migdal Insurance & Financial Holdings held 450,000 shares of State Street SPDR S&P Biotech ETF worth $57.5M as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Migdal Insurance & Financial Holdings position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.5% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #47 holding.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and has held it in 30 quarters since.
Migdal Insurance & Financial Holdings's State Street SPDR S&P Biotech ETF position peaked at $103M in Q3 2023.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.