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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
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
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

NewEdge Wealth's XBI Position: Q1 2026 in Review

NewEdge Wealth reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 1.7% in Q1 2026, selling an estimated $5.99K and leaving 2,805 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

NewEdge Wealth first reported a position in XBI in Q1 2025 and has held it in 5 quarters since. The position peaked at $383K in Q3 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • NewEdge Wealth held 2,805 shares of State Street SPDR S&P Biotech ETF worth $358K as of Q1 2026.
  • NewEdge Wealth sold 48 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $5.99K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #918 holding.
  • NewEdge Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's State Street SPDR S&P Biotech ETF position peaked at $383K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.