Action Point Financial Planning’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Action Point Financial Planning’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	$58K	Buy	+367	New	+$49.6K	0.01%	771

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

Action Point Financial Planning's XBI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 367 shares worth $58K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings.

931 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Action Point Financial Planning held 367 shares of State Street SPDR S&P Biotech ETF worth $58K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #771 holding.
931 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.