Acumen Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Acumen Wealth 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	$52.5K	Buy	332 +50	+18%	+$6.76K	0.01%	151
2026 Q1	$36K	Buy	282 +7	+3%	+$874	0.01%	166
2025 Q4	$33.5K	Buy	+275	New	+$31.5K	0.01%	158

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

Acumen Wealth Advisors's XBI Position: Q2 2026 in Review

Acumen Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 18% in Q2 2026, buying an estimated $6.76K and bringing the position to 332 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #151.

Acumen Wealth Advisors first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Acumen Wealth Advisors held 332 shares of State Street SPDR S&P Biotech ETF worth $52.5K as of Q2 2026.
Acumen Wealth Advisors bought 50 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $6.76K.
State Street SPDR S&P Biotech ETF made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Acumen Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.