XBI SPDR SER TR

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported SPDR SER TR (XBI) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2023 Q4. The latest visible filing shows XBI at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XBI was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sharper & Granite LLC held XBI — position size vs. price
% of Fund (quarterly)    XBI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,789 -1,877 -21.7% 0.30% $867K 2026-04-08 $130.65
2025 Q4 ADDED 8,666 +31 +0.4% 0.37% $1.1M 2026-01-27 $128.53
2025 Q3 REDUCED 8,635 -4,013 -31.7% 0.31% $865K 2025-10-16 $107.55
2025 Q2 REDUCED 12,648 -1,235 -8.9% 0.41% $1.1M 2025-07-31 $85.35
2025 Q1 ADDED 13,883 +1,830 +15.2% 0.47% $1.1M 2025-04-30 $82.65
2024 Q4 ADDED 12,053 +380 +3.3% 0.48% $1.1M 2025-01-14 $86.34
2024 Q3 REDUCED 11,673 -350 -2.9% 0.51% $1.2M 2024-10-31 $96.67
2024 Q2 ADDED 12,023 +110 +0.9% 0.53% $1.1M 2024-08-12 $95.44
2024 Q1 REDUCED 11,913 -107 -0.9% 0.52% $1.1M 2024-04-18 $83.05
2023 Q4 ADDED 12,020 +565 +4.9% 0.56% $1.1M 2024-01-19 $86.60
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and XBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sharper & Granite LLC reported owning XBI?

Sharper & Granite LLC reported XBI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XBI position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for XBI was 0.56% in 2023 Q4.

What is the latest reported XBI position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 6,789 shares, equal to 0.30% of portfolio, with an estimated market value of $867K.

What does the chart on this XBI ownership page compare?

The chart compares Sharper & Granite LLC's quarterly XBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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