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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zuckerman Investment Group's XBI Position: Q1 2026 in Review

Zuckerman Investment Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 20% in Q1 2026, buying an estimated $41.4K and bringing the position to 2,023 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #121.

Zuckerman Investment Group first reported a position in XBI in Q2 2022 and has held it in 9 quarters since. The position peaked at $666K in Q4 2022. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Zuckerman Investment Group held 2,023 shares of State Street SPDR S&P Biotech ETF worth $258K as of Q1 2026.
Zuckerman Investment Group bought 332 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $41.4K.
State Street SPDR S&P Biotech ETF made up 0.02% of Zuckerman Investment Group's portfolio in Q1 2026, its #121 holding.
Zuckerman Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and has held it in 9 quarters since.
Zuckerman Investment Group's State Street SPDR S&P Biotech ETF position peaked at $666K in Q4 2022.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.