NewEdge Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

NewEdge 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	$4.34M	Buy	27,420 +7,050	+35%	+$953K	0.01%	833
2026 Q1	$2.6M	Sell	20,370 -549	-3%	-$68.5K	0.01%	970
2025 Q4	$2.55M	Buy	20,919 +10,331	+98%	+$1.18M	0.01%	953
2025 Q3	$1.06M	Buy	10,588 +751	+8%	+$67.6K	﹤0.01%	1372
2025 Q2	$816K	Sell	9,837 -27,315	-74%	-$2.18M	﹤0.01%	1404
2025 Q1	$3.01M	Buy	37,152 +1,490	+4%	+$133K	0.02%	683
2024 Q4	$3.21M	Buy	35,662 +548	+2%	+$53.1K	0.02%	643
2024 Q3	$3.47M	Buy	35,114 +340	+1%	+$33.4K	0.02%	592
2024 Q2	$3.22M	Sell	34,774 -2,069	-6%	-$186K	0.02%	580
2024 Q1	$3.5M	Buy	36,843 +2,137	+6%	+$198K	0.03%	499
2023 Q4	$3.1M	Sell	34,706 -317	-0.9%	-$23.5K	0.03%	500
2023 Q3	$2.56M	Sell	35,023 -1,411	-4%	-$113K	0.03%	523
2023 Q2	$3.03M	Buy	36,434 +26,373	+262%	+$2.21M	0.03%	452
2023 Q1	$767K	Buy	10,061 +657	+7%	+$54.5K	0.01%	909
2022 Q4	$454K	Buy	9,404 +5,817	+162%	+$471K	0.01%	826
2022 Q3	$285K	Buy	3,587 +15	+0.4%	+$1.26K	﹤0.01%	1233
2022 Q2	$265K	Buy	+3,572	New	+$268K	﹤0.01%	1263
2022 Q1	–	Sell	-2,834	Closed	-$317K	–	1668
2021 Q4	$317K	Buy	+2,834	New	+$342K	﹤0.01%	1300

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

NewEdge Advisors's XBI Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 35% in Q2 2026, buying an estimated $953K and bringing the position to 27,420 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #833.

NewEdge Advisors first reported a position in XBI in Q4 2021 and has held it in 18 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

NewEdge Advisors held 27,420 shares of State Street SPDR S&P Biotech ETF worth $4.34M as of Q2 2026.
NewEdge Advisors bought 7,050 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $953K.
State Street SPDR S&P Biotech ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #833 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 18 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.