1620 Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

1620 Investment Advisors’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	$1.11K	Hold	7	–	–	﹤0.01%	636
2026 Q1	$894	Hold	7	–	–	﹤0.01%	627
2025 Q4	$854	Hold	7	–	–	﹤0.01%	618
2025 Q3	$701	Hold	7	–	–	﹤0.01%	617
2025 Q2	$581	Hold	7	–	–	﹤0.01%	647
2025 Q1	$568	Hold	7	–	–	﹤0.01%	651
2024 Q4	$630	Buy	+7	New	+$678	﹤0.01%	664

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

LRPA

L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

1620 Investment Advisors's XBI Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

1620 Investment Advisors first reported a position in XBI in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

1620 Investment Advisors held 7 shares of State Street SPDR S&P Biotech ETF worth $1.11K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #636 holding.
1620 Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.