Principal Securities’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Principal Securities’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 Q1	$908K	Buy	7,111 +160	+2%	+$20K	0.01%	754
2025 Q4	$847K	Sell	6,951 -169	-2%	-$19.4K	0.01%	752
2025 Q3	$713K	Sell	7,120 -293	-4%	-$26.4K	0.01%	774
2025 Q2	$615K	Sell	7,413 -4,762	-39%	-$380K	0.01%	775
2025 Q1	$1.1M	Buy	12,175 +69	+0.6%	+$6.17K	0.02%	522
2024 Q4	$1.09M	Buy	12,106 +3,325	+38%	+$322K	0.02%	522
2024 Q3	$868K	Buy	8,781 +454	+5%	+$44.6K	0.02%	573
2024 Q2	$772K	Buy	8,327 +2,418	+41%	+$217K	0.02%	554
2024 Q1	$561K	Sell	5,909 -483	-8%	-$44.8K	0.02%	621
2023 Q4	$571K	Buy	+6,392	New	+$475K	0.02%	552

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities's XBI Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.3% in Q1 2026, buying an estimated $20K and bringing the position to 7,111 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #754.

Principal Securities first reported a position in XBI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Principal Securities held 7,111 shares of State Street SPDR S&P Biotech ETF worth $908K as of Q1 2026.
Principal Securities bought 160 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $20K.
State Street SPDR S&P Biotech ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #754 holding.
Principal Securities first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street SPDR S&P Biotech ETF position peaked at $1.1M in Q1 2025.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.