WhitTier Trust Company’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

WhitTier Trust Company’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	$20.6M	Sell	125,833 -630	-0.5%	-$85.2K	0.39%	57
2026 Q1	$16.3M	Buy	126,463 +4,378	+4%	+$547K	0.33%	68
2025 Q4	$14.9M	Sell	122,085 -719	-0.6%	-$82.4K	0.31%	68
2025 Q3	$12.7M	Buy	122,804 +286	+0.2%	+$25.8K	0.27%	79
2025 Q2	$10.2M	Sell	122,518 -44,200	-27%	-$3.53M	0.23%	93
2025 Q1	$13.5M	Buy	166,718 +6,316	+4%	+$565K	0.34%	67
2024 Q4	$14.4M	Buy	160,402 +6,771	+4%	+$656K	0.35%	62
2024 Q3	$15.2M	Buy	153,631 +3,912	+3%	+$384K	0.39%	61
2024 Q2	$13.9M	Buy	149,719 +4,337	+3%	+$389K	0.39%	59
2024 Q1	$13.8M	Buy	145,382 +6,184	+4%	+$574K	0.4%	64
2023 Q4	$12.4M	Buy	139,198 +5,079	+4%	+$377K	0.4%	60
2023 Q3	$9.79M	Buy	134,119 +1,123	+0.8%	+$89.7K	0.35%	67
2023 Q2	$11.1M	Sell	132,996 -1,152	-0.9%	-$96.3K	0.37%	63
2023 Q1	$10.2M	Buy	134,148 +4,471	+3%	+$371K	0.38%	68
2022 Q4	$10.8M	Sell	129,677 -6,450	-5%	-$522K	0.42%	62
2022 Q3	$10.8M	Buy	136,127 +90,836	+201%	+$7.66M	0.46%	51
2022 Q2	$3.36M	Sell	45,291 -78,705	-63%	-$5.91M	0.14%	146
2022 Q1	$11.1M	Buy	123,996 +7,435	+6%	+$687K	0.4%	59
2021 Q4	$13.1M	Buy	116,561 +9,694	+9%	+$1.17M	0.48%	51
2021 Q3	$13.4M	Buy	106,867 +4,072	+4%	+$524K	0.55%	39
2021 Q2	$13.9M	Buy	102,795 +1,538	+2%	+$202K	0.58%	38
2021 Q1	$13.7M	Buy	101,257 +8,809	+10%	+$1.32M	0.61%	38
2020 Q4	$13M	Buy	92,448 +9,282	+11%	+$1.19M	0.65%	34
2020 Q3	$9.27M	Buy	83,166 +3,283	+4%	+$368K	0.53%	46
2020 Q2	$8.94M	Buy	79,883 +11,192	+16%	+$1.1M	0.56%	43
2020 Q1	$5.32M	Buy	68,691 +12,197	+22%	+$1.08M	0.41%	67
2019 Q4	$5.37M	Buy	56,494 +9,922	+21%	+$858K	0.34%	81
2019 Q3	$3.55M	Buy	46,572 +4,698	+11%	+$390K	0.25%	97
2019 Q2	$3.67M	Buy	41,874 +2,904	+7%	+$248K	0.26%	95
2019 Q1	$3.53M	Buy	38,970 +7,261	+23%	+$618K	0.26%	98
2018 Q4	$2.27M	Buy	31,709 +4,607	+17%	+$371K	0.19%	116
2018 Q3	$2.6M	Buy	27,102 +1,800	+7%	+$175K	0.19%	118
2018 Q2	$2.41M	Buy	25,302 +7,223	+40%	+$664K	0.19%	123
2018 Q1	$1.59M	Buy	+18,079	New	+$1.65M	0.13%	152

Other funds holding XBI

MSR

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

PSP Research Newtown Square, Pennsylvania $188M AUM

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

WhitTier Trust Company's XBI Position: Q2 2026 in Review

WhitTier Trust Company reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.5% in Q2 2026, selling an estimated $85.2K and leaving 125,833 shares worth $20.6M. The position accounts for 0.39% of the portfolio, ranked #57.

WhitTier Trust Company first reported a position in XBI in Q1 2018 and has held it in 34 quarters since. 393 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

WhitTier Trust Company held 125,833 shares of State Street SPDR S&P Biotech ETF worth $20.6M as of Q2 2026.
WhitTier Trust Company sold 630 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $85.2K.
State Street SPDR S&P Biotech ETF made up 0.39% of WhitTier Trust Company's portfolio in Q2 2026, its #57 holding.
WhitTier Trust Company first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 34 quarters since.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.