Abundance Wealth Counselors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Abundance Wealth Counselors’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	$353K	Buy	+2,761	New	+$345K	0.05%	167
2025 Q3	–	Sell	-10,894	Closed	-$1.02M	–	174
2025 Q2	$1.02M	Sell	10,894 -167,832	-94%	-$13.4M	0.19%	90
2025 Q1	$14.6M	Sell	178,726 -6,267	-3%	-$560K	3.06%	6
2024 Q4	$16.7M	Buy	184,993 +3,215	+2%	+$311K	3.63%	5
2024 Q3	$18M	Buy	181,778 +81,998	+82%	+$8.06M	3.72%	5
2024 Q2	$9.25M	Buy	99,780 +5,604	+6%	+$502K	4.26%	6
2024 Q1	$8.94M	Buy	94,176 +1,161	+1%	+$108K	2.06%	8
2023 Q4	$8.3M	Buy	93,015 +71,125	+325%	+$5.28M	2.16%	8
2023 Q3	$1.6M	Buy	21,890 +700	+3%	+$55.9K	0.46%	35
2023 Q2	$1.76M	Buy	21,190 +550	+3%	+$46K	0.91%	18
2023 Q1	$1.57M	Buy	20,640 +1,234	+6%	+$102K	0.4%	39
2022 Q4	$1.61M	Buy	+19,406	New	+$1.57M	0.44%	40
2021 Q2	–	Sell	-272	Closed	-$37K	–	341
2021 Q1	$37K	Buy	+272	New	+$40.7K	0.01%	186

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

Abundance Wealth Counselors's XBI Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 2,761 shares worth $353K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in XBI as recently as Q2 2025.

Abundance Wealth Counselors first reported a position in XBI in Q1 2021 and has held it in 13 quarters since. The position peaked at $18M in Q3 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Abundance Wealth Counselors held 2,761 shares of State Street SPDR S&P Biotech ETF worth $353K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Abundance Wealth Counselors position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.05% of Abundance Wealth Counselors's portfolio in Q1 2026, its #167 holding.
Abundance Wealth Counselors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and has held it in 13 quarters since.
Abundance Wealth Counselors's State Street SPDR S&P Biotech ETF position peaked at $18M in Q3 2024.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.