AF
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Advisornet Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Advisornet Financial’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 		$358K Buy
2,265
+421
+23% +$56.9K 0.02% 499
2026
Q1 		$236K Buy
1,844
+517
+39% +$64.5K 0.01% 563
2025
Q4 		$162K Sell
1,327
-136
-9% -$15.6K 0.01% 661
2025
Q3 		$147K Buy
1,463
+100
+7% +$9.01K 0.01% 674
2025
Q2 		$113K Sell
1,363
-14
-1% -$1.12K 0.01% 728
2025
Q1 		$112K Buy
1,377
+34
+3% +$3.04K 0.01% 692
2024
Q4 		$121K Hold
1,343
– – 0.01% 630
2024
Q3 		$133K Buy
1,343
+107
+9% +$10.5K 0.01% 628
2024
Q2 		$115K Buy
1,236
+4
+0.3% +$359 0.01% 602
2024
Q1 		$117K Buy
1,232
+97
+9% +$9K 0.01% 593
2023
Q4 		$101K Hold
1,135
– – 0.01% 639
2023
Q3 		$82.9K Sell
1,135
-85
-7% -$6.79K 0.01% 661
2023
Q2 		$102K Buy
1,220
+229
+23% +$19.2K 0.01% 650
2023
Q1 		$75.5K Buy
991
+90
+10% +$7.47K 0.01% 691
2022
Q4 		$74.8K Sell
901
-81
-8% -$6.56K 0.01% 686
2022
Q3 		$78K Sell
982
-130
-12% -$11K 0.01% 723
2022
Q2 		$83K Sell
1,112
-231
-17% -$17.3K 0.01% 727
2022
Q1 		$121K Sell
1,343
-315
-19% -$29.1K 0.01% 685
2021
Q4 		$186K Sell
1,658
-133
-7% -$16K 0.01% 620
2021
Q3 		$225K Buy
1,791
+1,128
+170% +$145K 0.02% 553
2021
Q2 		$90K Hold
663
– – 0.01% 815
2021
Q1 		$90K Buy
663
+108
+19% +$16.2K 0.01% 784
2020
Q4 		$78K Buy
555
+291
+110% +$37.3K 0.01% 759
2020
Q3 		$29K Buy
264
+42
+19% +$4.71K ﹤0.01% 994
2020
Q2 		$25K Hold
222
– – ﹤0.01% 1053
2020
Q1 		$17K Buy
222
+81
+57% +$7.17K ﹤0.01% 1117
2019
Q4 		$13K Sell
141
-56
-28% -$4.84K ﹤0.01% 1324
2019
Q3 		$15K Hold
197
– – ﹤0.01% 1279
2019
Q2 		$17K Buy
197
+56
+40% +$4.78K ﹤0.01% 1104
2019
Q1 		$13K Hold
141
– – ﹤0.01% 1114
2018
Q4 		$10K Hold
141
– – ﹤0.01% 1094
2018
Q3 		$14K Hold
141
– – ﹤0.01% 1049
2018
Q2 		$13K Hold
141
– – ﹤0.01% 1079
2018
Q1 		$12K Hold
141
– – ﹤0.01% 1065
2017
Q4 		$12K Buy
+141
New +$11.8K ﹤0.01% 976

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
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
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
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Advisornet Financial's XBI Position: Q2 2026 in Review

Advisornet Financial increased its State Street SPDR S&P Biotech ETF (XBI) stake by 23% in Q2 2026, buying an estimated $56.9K and bringing the position to 2,265 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #499.

Advisornet Financial first reported a position in XBI in Q4 2017 and has held it in 35 quarters since. 222 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Advisornet Financial held 2,265 shares of State Street SPDR S&P Biotech ETF worth $358K as of Q2 2026.
  • Advisornet Financial bought 421 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $56.9K.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #499 holding.
  • Advisornet Financial first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 35 quarters since.
  • 222 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.