Activest Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Activest Wealth Management’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	$52K	Sell	329 -30	-8%	-$4.06K	0.01%	274
2026 Q1	$45.9K	Sell	359 -751	-68%	-$93.8K	0.01%	349
2025 Q4	$135K	Buy	1,110 +1,080	+3,600%	+$124K	0.03%	191
2025 Q3	$3.04K	Sell	30 -844	-97%	-$76K	﹤0.01%	731
2025 Q2	$72.5K	Buy	874 +757	+647%	+$60.4K	0.02%	162
2025 Q1	$9.47K	Sell	117 -114	-49%	-$10.2K	﹤0.01%	408
2024 Q4	$20.8K	Buy	231 +201	+670%	+$19.5K	0.01%	245
2024 Q3	$2.99K	Hold	30	–	–	﹤0.01%	402
2024 Q2	$2.78K	Buy	+30	New	+$2.69K	﹤0.01%	378
2023 Q1	–	Sell	-994	Closed	-$80.7K	–	572
2022 Q4	$80.7K	Sell	994 -624	-39%	-$50.5K	0.02%	149
2022 Q3	$128K	Buy	1,618 +924	+133%	+$77.9K	0.04%	115
2022 Q2	$52K	Hold	694	–	–	0.04%	94
2022 Q1	$62K	Hold	694	–	–	0.04%	89
2021 Q4	$78K	Sell	694 -198	-22%	-$23.9K	0.05%	90
2021 Q3	$112K	Sell	892 -18	-2%	-$2.32K	0.07%	73
2021 Q2	$123K	Sell	910 -192	-17%	-$25.2K	0.09%	64
2021 Q1	$153K	Buy	+1,102	New	+$165K	0.13%	56

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

SGH

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

Activest Wealth Management's XBI Position: Q2 2026 in Review

Activest Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 8.4% in Q2 2026, selling an estimated $4.06K and leaving 329 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #274.

Activest Wealth Management first reported a position in XBI in Q1 2021 and has held it in 17 quarters since. The position peaked at $153K in Q1 2021. 327 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Activest Wealth Management held 329 shares of State Street SPDR S&P Biotech ETF worth $52K as of Q2 2026.
Activest Wealth Management sold 30 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $4.06K.
State Street SPDR S&P Biotech ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #274 holding.
Activest Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and has held it in 17 quarters since.
Activest Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $153K in Q1 2021.
327 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.