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 Q3	–	Sell	-18	Closed	-$2.85K	–	606
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SYM Financial Corp's XBI Position: Q3 2026 in Review

SYM Financial Corp sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2026, closing a stake of 18 shares — an estimated $2.85K sold.

SYM Financial Corp first reported a position in XBI in Q4 2018 and held it in 5 quarters. The position peaked at $30K in Q1 2019. 521 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

SYM Financial Corp reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 18 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $2.85K.
SYM Financial Corp first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 5 quarters.
SYM Financial Corp's State Street SPDR S&P Biotech ETF position peaked at $30K in Q1 2019.
521 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.