Raymond James Financial
XBI icon

Raymond James Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Raymond James Financial’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
2025
Q2 		– Sell
-20,700
Closed -$1.76M – 7057
2025
Q1 		$1.76M Buy
+20,700
New +$1.85M ﹤0.01% 3085

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

Raymond James Financial's XBI Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 7.1% in Q1 2026, selling an estimated $4.11M and leaving 433,132 shares worth $55.3M. The position accounts for 0.02% of the portfolio, ranked #799.

Raymond James Financial first reported a position in XBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.8M in Q4 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Raymond James Financial held 433,132 shares of State Street SPDR S&P Biotech ETF worth $55.3M as of Q1 2026.
  • Raymond James Financial sold 32,886 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $4.11M.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #799 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's State Street SPDR S&P Biotech ETF position peaked at $56.8M in Q4 2025.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.