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Prudent Man Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Prudent Man Advisors’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 		$961K Sell
7,526
-257
-3% -$32.1K 0.29% 77
2025
Q4 		$949K Hold
7,783
– – 0.35% 62
2025
Q3 		$780K Sell
7,783
-6,245
-45% -$562K 0.29% 70
2025
Q2 		$1.16M Buy
14,028
+2,211
+19% +$176K 0.37% 66
2025
Q1 		$958K Hold
11,817
– – 0.35% 67
2024
Q4 		$1.06M Sell
11,817
-1,338
-10% -$130K 0.39% 57
2024
Q3 		$1.3M Buy
13,155
+1,771
+16% +$174K 0.43% 48
2024
Q2 		$1.06M Buy
11,384
+1,139
+11% +$102K 0.37% 60
2024
Q1 		$972K Sell
10,245
-476
-4% -$44.2K 0.36% 64
2023
Q4 		$957K Sell
10,721
-1,203
-10% -$89.3K 0.36% 60
2023
Q3 		$871K Sell
11,924
-281
-2% -$22.4K 0.35% 66
2023
Q2 		$1.01M Hold
12,205
– – 0.38% 55
2023
Q1 		$930K Hold
12,205
– – 0.36% 58
2022
Q4 		$1.01M Buy
12,205
+1,503
+14% +$122K 0.41% 55
2022
Q3 		$849K Buy
10,702
+278
+3% +$23.4K 0.4% 50
2022
Q2 		$774K Sell
10,424
-706
-6% -$53K 0.36% 52
2022
Q1 		$1M Sell
11,130
-433
-4% -$40K 0.41% 49
2021
Q4 		$1.29M Sell
11,563
-2,028
-15% -$245K 0.49% 40
2021
Q3 		$1.71M Buy
13,591
+1,907
+16% +$246K 0.65% 27
2021
Q2 		$1.58M Buy
11,684
+19
+0.2% +$2.5K 0.61% 30
2021
Q1 		$1.58M Buy
11,665
+65
+0.6% +$9.73K 0.66% 27
2020
Q4 		$1.63M Buy
11,600
+3,204
+38% +$410K 0.68% 21
2020
Q3 		$936K Sell
8,396
-59
-0.7% -$6.61K 0.5% 42
2020
Q2 		$947K Buy
+8,455
New +$833K 0.84% 29

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudent Man Advisors's XBI Position: Q1 2026 in Review

Prudent Man Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 3.3% in Q1 2026, selling an estimated $32.1K and leaving 7,526 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #77.

Prudent Man Advisors first reported a position in XBI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.71M in Q3 2021. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Prudent Man Advisors held 7,526 shares of State Street SPDR S&P Biotech ETF worth $961K as of Q1 2026.
  • Prudent Man Advisors sold 257 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $32.1K.
  • State Street SPDR S&P Biotech ETF made up 0.29% of Prudent Man Advisors's portfolio in Q1 2026, its #77 holding.
  • Prudent Man Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.71M in Q3 2021.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.