AE Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.59M | Sell |
20,287
-1,790
| -8% | -$223K | 0.01% | 573 |
|
|
2025
Q4 | $2.69M | Sell |
22,077
-758
| -3% | -$86.9K | 0.02% | 526 |
|
|
2025
Q3 | $2.29M | Buy |
22,835
+2,235
| +11% | +$201K | 0.01% | 532 |
|
|
2025
Q2 | $1.71M | Buy |
20,600
+1,141
| +6% | +$91K | 0.01% | 568 |
|
|
2025
Q1 | $1.58M | Sell |
19,459
-40
| -0.2% | -$3.58K | 0.01% | 587 |
|
|
2024
Q4 | $1.76M | Buy |
19,499
+8,083
| +71% | +$783K | 0.01% | 566 |
|
|
2024
Q3 | $1.13M | Buy |
11,416
+232
| +2% | +$22.8K | 0.01% | 669 |
|
|
2024
Q2 | $1.04M | Buy |
11,184
+1,314
| +13% | +$118K | 0.01% | 690 |
|
|
2024
Q1 | $937K | Sell |
9,870
-10,905
| -52% | -$1.01M | 0.01% | 663 |
|
|
2023
Q4 | $1.83M | Buy |
20,775
+1,374
| +7% | +$102K | 0.01% | 935 |
|
|
2023
Q3 | $1.42M | Sell |
19,401
-1,664
| -8% | -$133K | 0.01% | 964 |
|
|
2023
Q2 | $1.75M | Buy |
21,065
+4,697
| +29% | +$393K | 0.01% | 884 |
|
|
2023
Q1 | $1.25M | Sell |
16,368
-50,457
| -76% | -$4.19M | 0.01% | 961 |
|
|
2022
Q4 | $5.55M | Buy |
66,825
+55,976
| +516% | +$4.53M | 0.04% | 452 |
|
|
2022
Q3 | $861K | Buy |
10,849
+3,748
| +53% | +$316K | 0.01% | 1004 |
|
|
2022
Q2 | $527K | Buy |
7,101
+4,070
| +134% | +$306K | ﹤0.01% | 1177 |
|
|
2022
Q1 | $272K | Sell |
3,031
-3,274
| -52% | -$302K | ﹤0.01% | 1459 |
|
|
2021
Q4 | $706K | Sell |
6,305
-233
| -4% | -$28.1K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $822K | Sell |
6,538
-556
| -8% | -$71.6K | 0.01% | 935 |
|
|
2021
Q2 | $960K | Buy |
7,094
+383
| +6% | +$50.4K | 0.01% | 858 |
|
|
2021
Q1 | $910K | Sell |
6,711
-402
| -6% | -$60.2K | 0.01% | 805 |
|
|
2020
Q4 | $1M | Buy |
7,113
+905
| +15% | +$116K | 0.01% | 710 |
|
|
2020
Q3 | $692K | Sell |
6,208
-965
| -13% | -$108K | 0.01% | 746 |
|
|
2020
Q2 | $803K | Buy |
7,173
+2,012
| +39% | +$198K | 0.01% | 697 |
|
|
2020
Q1 | $400K | Buy |
5,161
+2,023
| +64% | +$179K | 0.01% | 758 |
|
|
2019
Q4 | $298K | Sell |
3,138
-606
| -16% | -$52.4K | 0.01% | 902 |
|
|
2019
Q3 | $286K | Sell |
3,744
-2,112
| -36% | -$176K | 0.01% | 804 |
|
|
2019
Q2 | $514K | Buy |
5,856
+1,295
| +28% | +$110K | 0.02% | 582 |
|
|
2019
Q1 | $413K | Buy |
4,561
+1,294
| +40% | +$110K | 0.03% | 387 |
|
|
2018
Q4 | $234K | Sell |
3,267
-2,100
| -39% | -$169K | 0.04% | 404 |
|
|
2018
Q3 | $515K | Buy |
5,367
+2,033
| +61% | +$197K | 0.03% | 311 |
|
|
2018
Q2 | $317K | Buy |
3,334
+522
| +19% | +$48K | 0.02% | 319 |
|
|
2018
Q1 | $247K | Buy |
+2,812
| New | +$257K | 0.02% | 364 |
|
|
2017
Q4 | – | Sell |
-3,539
| Closed | -$306K | – | 465 |
|
|
2017
Q3 | $306K | Buy |
3,539
+687
| +24% | +$55.1K | 0.03% | 304 |
|
|
2017
Q2 | $220K | Buy |
+2,852
| New | +$202K | 0.03% | 340 |
|
Other funds holding XBI
AE Wealth Management's XBI Position: Q1 2026 in Review
AE Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 8.1% in Q1 2026, selling an estimated $223K and leaving 20,287 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #573.
AE Wealth Management first reported a position in XBI in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.55M in Q4 2022. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.
- AE Wealth Management held 20,287 shares of State Street SPDR S&P Biotech ETF worth $2.59M as of Q1 2026.
- AE Wealth Management sold 1,790 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $223K.
- State Street SPDR S&P Biotech ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #573 holding.
- AE Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 35 quarters since.
- AE Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $5.55M in Q4 2022.
- 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.