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

AE 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
2018 Q3	–	Sell	-600	Closed	-$1K	–	631
2018 Q2	$1K	Buy	+600	New	+$55.1K	﹤0.01%	454

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.