Stamos Capital Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Stamos Capital Partners’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	$3.22M	Buy	25,221 +542	+2%	+$67.7K	0.5%	66
2025 Q4	$3.01M	Sell	24,679 -3,887	-14%	-$446K	0.48%	61
2025 Q3	$2.86M	Sell	28,566 -11,598	-29%	-$1.04M	0.54%	51
2025 Q2	$3.33M	Buy	40,164 +12,978	+48%	+$1.04M	0.6%	56
2025 Q1	$2.2M	Sell	27,186 -11,504	-30%	-$1.03M	0.58%	56
2024 Q4	$3.48M	Buy	38,690 +13,230	+52%	+$1.28M	0.82%	36
2024 Q3	$2.52M	Buy	25,460 +4,270	+20%	+$420K	0.59%	53
2024 Q2	$1.96M	Buy	21,190 +8,120	+62%	+$728K	0.42%	66
2024 Q1	$1.24M	Buy	+13,070	New	+$1.21M	0.28%	82
2023 Q1	–	Sell	-12,090	Closed	-$1M	–	132
2022 Q4	$1M	Sell	12,090 -1,170	-9%	-$94.7K	0.32%	70
2022 Q3	$1.05M	Buy	+13,260	New	+$1.12M	0.27%	76
2020 Q2	–	Sell	-26,264	Closed	-$2.03M	–	84
2020 Q1	$2.03M	Buy	26,264 +21,004	+399%	+$1.86M	1.07%	36
2019 Q4	$500K	Buy	+5,260	New	+$455K	0.4%	42
2019 Q3	–	Sell	-11,500	Closed	-$1.01M	–	54
2019 Q2	$1.01M	Sell	11,500 -18,000	-61%	-$1.54M	1.02%	22
2019 Q1	$2.71M	Sell	29,500 -15,500	-34%	-$1.32M	3.47%	4
2018 Q4	$3.23M	Buy	+45,000	New	+$3.63M	2.43%	9

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

Stamos Capital Partners's XBI Position: Q1 2026 in Review

Stamos Capital Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.2% in Q1 2026, buying an estimated $67.7K and bringing the position to 25,221 shares worth $3.22M. The position accounts for 0.5% of the portfolio, ranked #66.

Stamos Capital Partners first reported a position in XBI in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.48M in Q4 2024. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Stamos Capital Partners held 25,221 shares of State Street SPDR S&P Biotech ETF worth $3.22M as of Q1 2026.
Stamos Capital Partners bought 542 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $67.7K.
State Street SPDR S&P Biotech ETF made up 0.5% of Stamos Capital Partners's portfolio in Q1 2026, its #66 holding.
Stamos Capital Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 16 quarters since.
Stamos Capital Partners's State Street SPDR S&P Biotech ETF position peaked at $3.48M in Q4 2024.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.