Patriot Financial Group Insurance Agency’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.29M	Sell	8,162 -8,160	-50%	-$1.1M	0.13%	182
2026 Q1	$2.08M	Buy	16,322 +8,861	+119%	+$1.11M	0.12%	205
2025 Q4	$910K	Buy	+7,461	New	+$855K	0.11%	221
2022 Q3	–	Sell	-126	Closed	-$9K	–	1964
2022 Q2	$9K	Buy	126 +72	+133%	+$5.41K	﹤0.01%	1315
2022 Q1	$5K	Sell	54 -75	-58%	-$6.93K	﹤0.01%	1645
2021 Q4	$14K	Sell	129 -666	-84%	-$80.3K	﹤0.01%	1365
2021 Q3	$100K	Buy	795 +25	+3%	+$3.22K	0.02%	656
2021 Q2	$104K	Buy	770 +425	+123%	+$55.9K	0.02%	615
2021 Q1	$47K	Buy	345 +25	+8%	+$3.74K	0.01%	798
2020 Q4	$45K	Buy	320 +300	+1,500%	+$38.4K	0.01%	720
2020 Q3	$2K	Buy	+20	New	+$2.24K	﹤0.01%	1489
2019 Q2	–	Sell	-9	Closed	-$1K	–	1475
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	1191
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	954
2018 Q3	$1K	Buy	+9	New	+$873	﹤0.01%	962
2018 Q2	–	Sell	-296	Closed	-$25K	–	924
2018 Q1	$25K	Hold	296	–	–	0.02%	434
2017 Q4	$26K	Buy	296 +198	+202%	+$16.6K	0.02%	407
2017 Q3	$9K	Buy	98 +56	+133%	+$4.49K	0.01%	583
2017 Q2	$3K	Buy	+42	New	+$2.98K	﹤0.01%	798

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XBI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 50% in Q2 2026, selling an estimated $1.1M and leaving 8,162 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #182.

Patriot Financial Group Insurance Agency first reported a position in XBI in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.08M in Q1 2026. 551 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Patriot Financial Group Insurance Agency held 8,162 shares of State Street SPDR S&P Biotech ETF worth $1.29M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 8,160 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR S&P Biotech ETF made up 0.13% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #182 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 18 quarters since.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Biotech ETF position peaked at $2.08M in Q1 2026.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.