BOLTON SECURITIES CORPORATION’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$14.7K	Buy	+115	New	+$14.4K	﹤0.01%	1528
2025 Q3	$244K	Buy	+2,433	New	+$219K	0.01%	693
2025 Q1	$100K	Buy	+1,230	New	+$110K	0.01%	875

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $71.2B AUM 48.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XBI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 115 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #1528 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XBI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XBI in Q1 2025 and has held it in 3 quarters since. The position peaked at $244K in Q3 2025. 820 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

BOLTON SECURITIES CORPORATION held 115 shares of State Street SPDR S&P Biotech ETF worth $14.7K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1528 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR S&P Biotech ETF position peaked at $244K in Q3 2025.
820 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.