Sherman Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sherman Asset Management’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	$420K	Buy	2,652 +148	+6%	+$20K	0.33%	37
2026 Q1	$320K	Buy	2,504 +158	+7%	+$19.7K	0.29%	39
2025 Q4	$286K	Sell	2,346 -735	-24%	-$84.3K	0.24%	47
2025 Q3	$309K	Sell	3,081 -2,535	-45%	-$228K	0.27%	43
2025 Q2	$466K	Sell	5,616 -2,775	-33%	-$221K	0.41%	36
2025 Q1	$681K	Buy	8,391 +1,142	+16%	+$102K	0.65%	29
2024 Q4	$653K	Buy	+7,249	New	+$702K	0.6%	29

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

JFG

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

Sherman Asset Management's XBI Position: Q2 2026 in Review

Sherman Asset Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 5.9% in Q2 2026, buying an estimated $20K and bringing the position to 2,652 shares worth $420K. The position accounts for 0.33% of the portfolio, ranked #37.

Sherman Asset Management first reported a position in XBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $681K in Q1 2025. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Sherman Asset Management held 2,652 shares of State Street SPDR S&P Biotech ETF worth $420K as of Q2 2026.
Sherman Asset Management bought 148 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $20K.
State Street SPDR S&P Biotech ETF made up 0.33% of Sherman Asset Management's portfolio in Q2 2026, its #37 holding.
Sherman Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's State Street SPDR S&P Biotech ETF position peaked at $681K in Q1 2025.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.