SYM Financial Corp’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

SYM Financial Corp’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	$2.85K	Buy	+18	New	+$2.43K	﹤0.01%	501
2019 Q4	–	Sell	-330	Closed	-$25K	–	97
2019 Q3	$25K	Hold	330	–	–	0.02%	63
2019 Q2	$29K	Hold	330	–	–	0.02%	65
2019 Q1	$30K	Hold	330	–	–	0.02%	64
2018 Q4	$24K	Buy	+330	New	+$26.6K	0.01%	69

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

SYM Financial Corp's XBI Position: Q2 2026 in Review

SYM Financial Corp opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 18 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in XBI as recently as Q3 2019.

SYM Financial Corp first reported a position in XBI in Q4 2018 and has held it in 5 quarters since. The position peaked at $30K in Q1 2019. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

SYM Financial Corp held 18 shares of State Street SPDR S&P Biotech ETF worth $2.85K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new SYM Financial Corp position in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #501 holding.
SYM Financial Corp first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 5 quarters since.
SYM Financial Corp's State Street SPDR S&P Biotech ETF position peaked at $30K in Q1 2019.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.