Ameritas Advisory Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ameritas Advisory 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	$1.41M	Sell	8,920 -1,718	-16%	-$232K	0.03%	450
2026 Q1	$1.36M	Buy	10,638 +277	+3%	+$34.6K	0.05%	302
2025 Q4	$1.26M	Buy	10,361 +6,257	+152%	+$717K	0.05%	320
2025 Q3	$411K	Sell	4,104 -3,491	-46%	-$314K	0.03%	450
2025 Q2	$630K	Sell	7,595 -2,978	-28%	-$238K	0.03%	446
2025 Q1	$903K	Sell	10,573 -111	-1%	-$9.92K	0.04%	424
2024 Q4	$962K	Buy	10,684 +1,137	+12%	+$110K	0.03%	426
2024 Q3	$943K	Sell	9,547 -274	-3%	-$26.9K	0.04%	398
2024 Q2	$911K	Sell	9,821 -615	-6%	-$55.1K	0.03%	435
2024 Q1	$948K	Sell	10,436 -617	-6%	-$57.3K	0.04%	392
2023 Q4	$1.01M	Sell	11,053 -253	-2%	-$18.8K	0.06%	282
2023 Q3	$793K	Sell	11,306 -2,622	-19%	-$209K	0.04%	391
2023 Q2	$1.14M	Sell	13,928 -8,133	-37%	-$680K	0.15%	161
2023 Q1	$1.72M	Sell	22,061 -6,780	-24%	-$563K	0.09%	219
2022 Q4	$2.39M	Buy	28,841 +9,968	+53%	+$807K	0.11%	188
2022 Q3	$1.5M	Buy	18,873 +62	+0.3%	+$5.23K	0.09%	221
2022 Q2	$1.4M	Buy	18,811 +9,859	+110%	+$740K	0.08%	237
2022 Q1	$805K	Buy	8,952 +462	+5%	+$42.7K	0.03%	379
2021 Q4	$951K	Buy	+8,490	New	+$1.02M	0.03%	344

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

Ameritas Advisory Services's XBI Position: Q2 2026 in Review

Ameritas Advisory Services reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 16% in Q2 2026, selling an estimated $232K and leaving 8,920 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #450.

Ameritas Advisory Services first reported a position in XBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2022. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Ameritas Advisory Services held 8,920 shares of State Street SPDR S&P Biotech ETF worth $1.41M as of Q2 2026.
Ameritas Advisory Services sold 1,718 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $232K.
State Street SPDR S&P Biotech ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #450 holding.
Ameritas Advisory Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's State Street SPDR S&P Biotech ETF position peaked at $2.39M in Q4 2022.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.