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

NewEdge Wealth’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	$717K	Buy	4,529 +1,724	+61%	+$233K	0.01%	752
2026 Q1	$358K	Sell	2,805 -48	-2%	-$5.99K	﹤0.01%	918
2025 Q4	$348K	Sell	2,853 -651	-19%	-$74.6K	﹤0.01%	970
2025 Q3	$383K	Buy	3,504 +188	+6%	+$16.9K	0.01%	818
2025 Q2	$283K	Buy	3,316 +351	+12%	+$28K	﹤0.01%	848
2025 Q1	$240K	Buy	+2,965	New	+$265K	﹤0.01%	835

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 Wealth's XBI Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR S&P Biotech ETF (XBI) stake by 61% in Q2 2026, buying an estimated $233K and bringing the position to 4,529 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #752.

NewEdge Wealth first reported a position in XBI in Q1 2025 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

NewEdge Wealth held 4,529 shares of State Street SPDR S&P Biotech ETF worth $717K as of Q2 2026.
NewEdge Wealth bought 1,724 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $233K.
State Street SPDR S&P Biotech ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #752 holding.
NewEdge Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 6 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.