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Newman Dignan & Sheerar Inc’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.34M Sell
8,477
-60
-0.7% -$8.11K 0.26% 67
2026
Q1 		$1.09M Sell
8,537
-95
-1% -$11.9K 0.23% 76
2025
Q4 		$1.05M Buy
8,632
+51
+0.6% +$5.85K 0.22% 79
2025
Q3 		$860K Hold
8,581
– – 0.19% 93
2025
Q2 		$712K Sell
8,581
-495
-5% -$39.5K 0.16% 101
2025
Q1 		$736K Sell
9,076
-1,675
-16% -$150K 0.2% 90
2024
Q4 		$968K Sell
10,751
-105
-1% -$10.2K 0.25% 86
2024
Q3 		$1.07M Sell
10,856
-225
-2% -$22.1K 0.26% 82
2024
Q2 		$1.03M Sell
11,081
-1,180
-10% -$106K 0.26% 79
2024
Q1 		$1.16M Hold
12,261
– – 0.31% 77
2023
Q4 		$1.09M Buy
12,261
+739
+6% +$54.9K 0.33% 76
2023
Q3 		$841K Sell
11,522
-575
-5% -$45.9K 0.28% 84
2023
Q2 		$1.01M Sell
12,097
-850
-7% -$71.1K 0.31% 77
2023
Q1 		$987K Sell
12,947
-600
-4% -$49.8K 0.32% 77
2022
Q4 		$1.12M Sell
13,547
-120
-0.9% -$9.71K 0.37% 77
2022
Q3 		$1.08K Sell
13,667
-455
-3% -$38.4K 0.17% 74
2022
Q2 		$1.05M Buy
14,122
+278
+2% +$20.9K 0.36% 77
2022
Q1 		$1.24K Buy
13,844
+1,419
+11% +$131K 0.24% 71
2021
Q4 		$1.39M Buy
12,425
+440
+4% +$53.1K 0.42% 61
2021
Q3 		$1.51M Buy
11,985
+265
+2% +$34.1K 0.44% 54
2021
Q2 		$1.59M Buy
11,720
+990
+9% +$130K 0.53% 50
2021
Q1 		$1.46M Buy
10,730
+60
+0.6% +$8.98K 0.53% 54
2020
Q4 		$1.5K Buy
10,670
+930
+10% +$119K 0.24% 52
2020
Q3 		$1.08M Buy
9,740
+287
+3% +$32.2K 0.45% 59
2020
Q2 		$1.06M Buy
9,453
+228
+2% +$22.5K 0.46% 61
2020
Q1 		$779K Buy
9,225
+15
+0.2% +$1.33K 0.41% 60
2019
Q4 		$876 Buy
9,210
+340
+4% +$29.4K 0.09% 72
2019
Q3 		$676K Buy
8,870
+80
+0.9% +$6.65K 0.32% 77
2019
Q2 		$771 Sell
8,790
-250
-3% -$21.3K 0.02% 75
2019
Q1 		$818K Hold
9,040
– – 0.33% 68
2018
Q4 		$642 Sell
9,040
-945
-9% -$76.1K 0.05% 78
2018
Q3 		$903K Buy
9,985
+125
+1% +$12.1K 0.4% 65
2018
Q2 		$939 Buy
9,860
+350
+4% +$32.2K 0.06% 58
2018
Q1 		$852K Buy
9,510
+1,000
+12% +$91.3K 0.43% 62
2017
Q4 		$722K Buy
8,510
+250
+3% +$20.9K 0.36% 72
2017
Q3 		$715K Hold
8,260
– – 0.38% 70
2017
Q2 		$638K Buy
8,260
+50
+0.6% +$3.55K 0.35% 81
2017
Q1 		$570 Buy
8,210
+235
+3% +$15.8K 0.25% 84
2016
Q4 		$472K Hold
7,975
– – 0.29% 99
2016
Q3 		$529K Hold
7,975
– – 0.33% 83
2016
Q2 		$431K Sell
7,975
-4,350
-35% -$238K 0.27% 97
2016
Q1 		$637K Sell
12,325
-375
-3% -$19.5K 0.46% 62
2015
Q4 		$892K Sell
12,700
-3,398
-21% -$232K 0.63% 45
2015
Q3 		$1M Sell
16,098
-306
-2% -$24.1K 0.64% 35
2015
Q2 		$1.38M Sell
16,404
-4,260
-21% -$331K 0.99% 30
2015
Q1 		$1.55M Buy
20,664
+4,170
+25% +$291K 1.11% 25
2014
Q4 		$1.02K Buy
16,494
+300
+2% +$17.1K 0.61% 45
2014
Q3 		$842K Sell
16,194
-150
-0.9% -$7.65K 0.63% 51
2014
Q2 		$839 Sell
16,344
-300
-2% -$13.5K 0.48% 57
2014
Q1 		$790K Sell
16,644
-660
-4% -$33.8K 0.56% 57
2013
Q4 		$751 Buy
17,304
+954
+6% +$39.5K 0.04% 61
2013
Q3 		$704K Buy
16,350
+270
+2% +$10.9K 0.55% 60
2013
Q2 		$559 Buy
+16,080
New +$565K 0.04% 67

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Newman Dignan & Sheerar Inc's XBI Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.7% in Q2 2026, selling an estimated $8.11K and leaving 8,477 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #67.

Newman Dignan & Sheerar Inc first reported a position in XBI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q2 2021. 530 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 8,477 shares of State Street SPDR S&P Biotech ETF worth $1.34M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 60 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $8.11K.
  • State Street SPDR S&P Biotech ETF made up 0.26% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #67 holding.
  • Newman Dignan & Sheerar Inc first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's State Street SPDR S&P Biotech ETF position peaked at $1.59M in Q2 2021.
  • 530 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.