Osbon Capital Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Osbon Capital Management’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	$13.3K	Buy	83 +1	+1%	+$135	0.01%	243
2026 Q1	$10.5K	Buy	82 +1	+1%	+$125	0.01%	283
2025 Q4	$9.93K	Buy	+81	New	+$9.29K	0.01%	234

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

Osbon Capital Management's XBI Position: Q2 2026 in Review

Osbon Capital Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.2% in Q2 2026, buying an estimated $135 and bringing the position to 83 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #243.

Osbon Capital Management first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Osbon Capital Management held 83 shares of State Street SPDR S&P Biotech ETF worth $13.3K as of Q2 2026.
Osbon Capital Management bought 1 State Street SPDR S&P Biotech ETF share in Q2 2026, an estimated $135.
State Street SPDR S&P Biotech ETF made up 0.01% of Osbon Capital Management's portfolio in Q2 2026, its #243 holding.
Osbon Capital Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.