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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13M Sell
82,008
-1,898
-2% -$257K 0.17% 134
2026
Q1
$10.7M Sell
83,906
-809
-1% -$101K 0.16% 151
2025
Q4
$10.3M Sell
84,715
-125
-0.1% -$14.3K 0.15% 156
2025
Q3
$8.5M Sell
84,840
-146
-0.2% -$13.2K 0.12% 177
2025
Q2
$7.05M Sell
84,986
-10,244
-11% -$817K 0.11% 186
2025
Q1
$7.72M Buy
95,230
+27,020
+40% +$2.42M 0.13% 147
2024
Q4
$6.14M Sell
68,210
-5,259
-7% -$510K 0.1% 161
2024
Q3
$7.26M Sell
73,469
-21,848
-23% -$2.15M 0.11% 155
2024
Q2
$8.84M Sell
95,317
-3,567
-4% -$320K 0.15% 136
2024
Q1
$9.38M Buy
98,884
+5
+0% +$464 0.15% 140
2023
Q4
$8.83M Sell
98,879
-2,096
-2% -$156K 0.16% 140
2023
Q3
$7.37M Sell
100,975
-39
-0% -$3.12K 0.14% 145
2023
Q2
$8.4M Sell
101,014
-13,422
-12% -$1.12M 0.15% 137
2023
Q1
$8.72M Buy
114,436
+1,670
+1% +$139K 0.16% 136
2022
Q4
$9.36M Sell
112,766
-1,535
-1% -$124K 0.18% 140
2022
Q3
$9.07M Sell
114,301
-5,159
-4% -$435K 0.18% 130
2022
Q2
$8.87M Buy
119,460
+4,489
+4% +$337K 0.16% 144
2022
Q1
$10.3M Buy
114,971
+23,475
+26% +$2.17M 0.16% 146
2021
Q4
$10.2M Buy
91,496
+13,141
+17% +$1.58M 0.14% 157
2021
Q3
$9.85M Buy
78,355
+13,151
+20% +$1.69M 0.15% 161
2021
Q2
$8.83M Buy
65,204
+18,354
+39% +$2.41M 0.13% 178
2021
Q1
$6.36M Buy
46,850
+700
+2% +$105K 0.1% 224
2020
Q4
$6.5M Sell
46,150
-70
-0.2% -$8.97K 0.11% 205
2020
Q3
$5.15M Sell
46,220
-75,000
-62% -$8.41M 0.1% 199
2020
Q2
$13.6M Sell
121,220
-24,845
-17% -$2.45M 0.28% 84
2020
Q1
$11.3M Sell
146,065
-7,615
-5% -$674K 0.28% 84
2019
Q4
$14.6M Buy
153,680
+8,010
+5% +$693K 0.22% 126
2019
Q3
$11.1M Buy
145,670
+9,550
+7% +$794K 0.15% 167
2019
Q2
$11.9M Sell
136,120
-80
-0.1% -$6.82K 0.15% 169
2019
Q1
$12.3M Sell
136,200
-13,390
-9% -$1.14M 0.16% 159
2018
Q4
$10.7M Buy
149,590
+58,960
+65% +$4.75M 0.16% 159
2018
Q3
$8.69M Buy
90,630
+2,535
+3% +$246K 0.11% 204
2018
Q2
$8.39M Sell
88,095
-4,800
-5% -$441K 0.11% 205
2018
Q1
$8.15M Buy
92,895
+70,255
+310% +$6.41M 0.1% 208
2017
Q4
$1.92M Buy
22,640
+750
+3% +$62.8K 0.02% 436
2017
Q3
$1.9M Buy
21,890
+300
+1% +$24.1K 0.02% 457
2017
Q2
$1.67M Buy
21,590
+5,450
+34% +$387K 0.02% 444
2017
Q1
$1.12M Buy
16,140
+354
+2% +$23.8K 0.01% 479
2016
Q4
$934K Sell
15,786
-2,044
-11% -$126K 0.01% 500
2016
Q3
$1.18M Sell
17,830
-110
-0.6% -$6.8K 0.01% 483
2016
Q2
$970K Hold
17,940
0.01% 507
2016
Q1
$927K Hold
17,940
0.01% 513
2015
Q4
$1.26M Sell
17,940
-675
-4% -$46K 0.02% 501
2015
Q3
$1.16M Hold
18,615
0.02% 530
2015
Q2
$1.56M Sell
18,615
-195
-1% -$15.2K 0.02% 492
2015
Q1
$1.41M Hold
18,810
0.02% 529
2014
Q4
$1.17M Buy
+18,810
New +$1.07M 0.01% 553
2014
Q3
Sell
-52,005
Closed -$2.67M 1300
2014
Q2
$2.67M Buy
+52,005
New +$2.34M 0.03% 430
2013
Q4
Sell
-91,140
Closed -$3.92M 1428
2013
Q3
$3.92M Sell
91,140
-15,135
-14% -$613K 0.05% 333
2013
Q2
$3.69M Buy
+106,275
New +$3.73M 0.05% 326

Other funds holding XBI

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

Tocqueville Asset Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.3% in Q2 2026, selling an estimated $257K and leaving 82,008 shares worth $13M. The position accounts for 0.17% of the portfolio, ranked #134.

Tocqueville Asset Management first reported a position in XBI in Q2 2013 and has held it in 50 quarters since. The position peaked at $14.6M in Q4 2019. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Tocqueville Asset Management held 82,008 shares of State Street SPDR S&P Biotech ETF worth $13M as of Q2 2026.
  • Tocqueville Asset Management sold 1,898 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $257K.
  • State Street SPDR S&P Biotech ETF made up 0.17% of Tocqueville Asset Management's portfolio in Q2 2026, its #134 holding.
  • Tocqueville Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 50 quarters since.
  • Tocqueville Asset Management's State Street SPDR S&P Biotech ETF position peaked at $14.6M in Q4 2019.
  • 932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.