Tamar Securities’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Tamar Securities’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	$11.5M	Buy	72,971 +3,855	+6%	+$521K	1.08%	36
2026 Q1	$8.83M	Buy	69,116 +3,353	+5%	+$419K	0.95%	39
2025 Q4	$8.02M	Buy	65,763 +12,800	+24%	+$1.47M	0.85%	38
2025 Q3	$5.31M	Buy	52,963 +1,336	+3%	+$120K	0.6%	40
2025 Q2	$4.28M	Buy	51,627 +2,544	+5%	+$203K	0.52%	43
2025 Q1	$3.98M	Buy	49,083 +6,481	+15%	+$579K	0.54%	43
2024 Q4	$3.84M	Buy	42,602 +1,081	+3%	+$105K	0.53%	39
2024 Q3	$4.1M	Buy	41,521 +474	+1%	+$46.6K	0.58%	39
2024 Q2	$3.81M	Buy	41,047 +1,278	+3%	+$115K	0.62%	41
2024 Q1	$3.77M	Sell	39,769 -1,786	-4%	-$166K	0.64%	40
2023 Q4	$3.71M	Buy	41,555 +6,859	+20%	+$509K	0.73%	35
2023 Q3	$2.53M	Buy	34,696 +1,089	+3%	+$87K	0.61%	39
2023 Q2	$2.8M	Buy	33,607 +30,574	+1,008%	+$2.56M	0.69%	37
2023 Q1	$231K	Buy	3,033 +3	+0.1%	+$249	0.07%	50
2022 Q4	$251K	Buy	+3,030	New	+$245K	0.08%	50

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Tamar Securities's XBI Position: Q2 2026 in Review

Tamar Securities increased its State Street SPDR S&P Biotech ETF (XBI) stake by 5.6% in Q2 2026, buying an estimated $521K and bringing the position to 72,971 shares worth $11.5M. The position accounts for 1.08% of the portfolio, ranked #36.

Tamar Securities first reported a position in XBI in Q4 2022 and has held it in 15 quarters since. 659 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Tamar Securities held 72,971 shares of State Street SPDR S&P Biotech ETF worth $11.5M as of Q2 2026.
Tamar Securities bought 3,855 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $521K.
State Street SPDR S&P Biotech ETF made up 1.08% of Tamar Securities's portfolio in Q2 2026, its #36 holding.
Tamar Securities first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 15 quarters since.
659 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Tamar Securities's 13F filing for Q2 2026, filed 5 Aug 2026.