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 Q2	$562K	Buy	3,555 +794	+29%	+$107K	0.04%	170
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 $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

Abundance Wealth Counselors's XBI Position: Q2 2026 in Review

Abundance Wealth Counselors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 29% in Q2 2026, buying an estimated $107K and bringing the position to 3,555 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #170.

Abundance Wealth Counselors first reported a position in XBI in Q1 2021 and has held it in 14 quarters since. The position peaked at $18M in Q3 2024. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Abundance Wealth Counselors held 3,555 shares of State Street SPDR S&P Biotech ETF worth $562K as of Q2 2026.
Abundance Wealth Counselors bought 794 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $107K.
State Street SPDR S&P Biotech ETF made up 0.04% of Abundance Wealth Counselors's portfolio in Q2 2026, its #170 holding.
Abundance Wealth Counselors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and has held it in 14 quarters since.
Abundance Wealth Counselors's State Street SPDR S&P Biotech ETF position peaked at $18M in Q3 2024.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.