Overbrook Management Corp’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Overbrook Management Corp’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 Q3	$323K	Buy	+2,050	New	+$324K	0.05%	47

Other funds holding XBI

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Overbrook Management Corp's XBI Position: Q3 2026 in Review

Overbrook Management Corp opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2026: 2,050 shares worth $323K. The stake represents 0.05% of the portfolio and ranks #47 among its holdings.

93 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Overbrook Management Corp held 2,050 shares of State Street SPDR S&P Biotech ETF worth $323K as of Q3 2026.
State Street SPDR S&P Biotech ETF was a new Overbrook Management Corp position in Q3 2026.
State Street SPDR S&P Biotech ETF made up 0.05% of Overbrook Management Corp's portfolio in Q3 2026, its #47 holding.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.