AFG Fiduciary Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

AFG Fiduciary Services’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	$298K	Sell	1,856 -629	-25%	-$85K	0.23%	51
2026 Q1	$320K	Sell	2,485 -144	-5%	-$18K	0.19%	68
2025 Q4	$319K	Sell	2,629 -382	-13%	-$43.8K	0.19%	69
2025 Q3	$305K	Sell	3,011 -24	-0.8%	-$2.16K	0.18%	70
2025 Q2	$252K	Sell	3,035 -60	-2%	-$4.79K	0.16%	74
2025 Q1	$232K	Buy	3,095 +21	+0.7%	+$1.88K	0.17%	66
2024 Q4	$272K	Sell	3,074 -5,585	-64%	-$541K	0.19%	63
2024 Q3	$854K	Sell	8,659 -78	-0.9%	-$7.66K	0.58%	34
2024 Q2	$864K	Buy	8,737 +439	+5%	+$39.4K	0.6%	33
2024 Q1	$760K	Sell	8,298 -388	-4%	-$36K	0.56%	35
2023 Q4	$811K	Sell	8,686 -485	-5%	-$36K	0.66%	32
2023 Q3	$638K	Buy	9,171 +1,019	+13%	+$81.4K	0.57%	34
2023 Q2	$688K	Buy	+8,152	New	+$682K	0.52%	38
2023 Q1	–	Sell	-7,451	Closed	-$618K	–	88
2022 Q4	$618K	Sell	7,451 -180	-2%	-$14.6K	0.58%	33
2022 Q3	$605K	Sell	7,631 -700	-8%	-$59K	0.57%	35
2022 Q2	$619K	Buy	8,331 +334	+4%	+$25.1K	0.54%	45
2022 Q1	$719K	Sell	7,997 -1,439	-15%	-$133K	0.51%	42
2021 Q4	$1.06M	Buy	+9,436	New	+$1.14M	0.74%	27

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

AFG Fiduciary Services's XBI Position: Q2 2026 in Review

AFG Fiduciary Services reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 25% in Q2 2026, selling an estimated $85K and leaving 1,856 shares worth $298K. The position accounts for 0.23% of the portfolio, ranked #51.

AFG Fiduciary Services first reported a position in XBI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2021. 179 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

AFG Fiduciary Services held 1,856 shares of State Street SPDR S&P Biotech ETF worth $298K as of Q2 2026.
AFG Fiduciary Services sold 629 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $85K.
State Street SPDR S&P Biotech ETF made up 0.23% of AFG Fiduciary Services's portfolio in Q2 2026, its #51 holding.
AFG Fiduciary Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 18 quarters since.
AFG Fiduciary Services's State Street SPDR S&P Biotech ETF position peaked at $1.06M in Q4 2021.
179 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.