United Advisor Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

United Advisor Group’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	$289K	Buy	+1,835	New	+$290K	0.03%	462

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

United Advisor Group's XBI Position: Q3 2026 in Review

United Advisor Group opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2026: 1,835 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #462 among its holdings.

820 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

United Advisor Group held 1,835 shares of State Street SPDR S&P Biotech ETF worth $289K as of Q3 2026.
State Street SPDR S&P Biotech ETF was a new United Advisor Group position in Q3 2026.
State Street SPDR S&P Biotech ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #462 holding.
820 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.