Partners Capital Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Partners Capital Investment Group’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	$567K	Hold	3,581	–	–	0.02%	136
2026 Q1	$457K	Sell	3,581 -3,353	-48%	-$419K	0.02%	132
2025 Q4	$845K	Hold	6,934	–	–	0.03%	113
2025 Q3	$695K	Hold	6,934	–	–	0.03%	120
2025 Q2	$575K	Sell	6,934 -6,934	-50%	-$553K	0.02%	123
2025 Q1	$1.12M	Buy	13,868 +6,934	+100%	+$620K	0.02%	136
2024 Q4	$624K	Sell	6,934 -6,934	-50%	-$672K	0.02%	112
2024 Q3	$1.37M	Hold	13,868	–	–	0.02%	133
2024 Q2	$1.29M	Buy	13,868 +6,934	+100%	+$622K	0.02%	136
2024 Q1	$658K	Sell	6,934 -8,099	-54%	-$752K	0.02%	126
2023 Q4	$1.34M	Buy	15,033 +2	+0%	+$149	0.03%	134
2023 Q3	$1.1M	Buy	15,031 +6,950	+86%	+$555K	0.03%	139
2023 Q2	$672K	Buy	8,081 +4,728	+141%	+$395K	0.01%	157
2023 Q1	$256K	Hold	3,353	–	–	0.01%	121
2022 Q4	$278K	Hold	3,353	–	–	0.01%	121
2022 Q3	$266K	Buy	+3,353	New	+$283K	0.02%	120

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

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Partners Capital Investment Group's XBI Position: Q2 2026 in Review

Partners Capital Investment Group held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 3,581 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #136.

Partners Capital Investment Group first reported a position in XBI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q3 2024. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Partners Capital Investment Group held 3,581 shares of State Street SPDR S&P Biotech ETF worth $567K as of Q2 2026.
Partners Capital Investment Group left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.02% of Partners Capital Investment Group's portfolio in Q2 2026, its #136 holding.
Partners Capital Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and has held it in 16 quarters since.
Partners Capital Investment Group's State Street SPDR S&P Biotech ETF position peaked at $1.37M in Q3 2024.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.