Zuckerman Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Zuckerman Investment 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 Q2	$320K	Hold	2,023	–	–	0.03%	114
2026 Q1	$258K	Buy	2,023 +332	+20%	+$41.4K	0.02%	121
2025 Q4	$206K	Buy	+1,691	New	+$194K	0.02%	132
2024 Q1	–	Sell	-6,216	Closed	-$555K	–	151
2023 Q4	$555K	Sell	6,216 -747	-11%	-$55.5K	0.07%	84
2023 Q3	$508K	Buy	6,963 +1,270	+22%	+$101K	0.07%	81
2023 Q2	$474K	Buy	5,693 +491	+9%	+$41.1K	0.07%	81
2023 Q1	$396K	Sell	5,202 -2,820	-35%	-$234K	0.06%	85
2022 Q4	$666K	Buy	8,022 +7	+0.1%	+$567	0.11%	68
2022 Q3	$636K	Hold	8,015	–	–	0.12%	66
2022 Q2	$595K	Buy	+8,015	New	+$602K	0.11%	64

Other funds holding XBI

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Zuckerman Investment Group's XBI Position: Q2 2026 in Review

Zuckerman Investment Group held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 2,023 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #114.

Zuckerman Investment Group first reported a position in XBI in Q2 2022 and has held it in 10 quarters since. The position peaked at $666K in Q4 2022. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Zuckerman Investment Group held 2,023 shares of State Street SPDR S&P Biotech ETF worth $320K as of Q2 2026.
Zuckerman Investment Group left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.03% of Zuckerman Investment Group's portfolio in Q2 2026, its #114 holding.
Zuckerman Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and has held it in 10 quarters since.
Zuckerman Investment Group's State Street SPDR S&P Biotech ETF position peaked at $666K in Q4 2022.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.