Amplius Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Amplius Wealth Advisors’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	$478K	Buy	3,019 +3	+0.1%	+$406	0.04%	130
2026 Q1	$385K	Hold	3,016	–	–	0.03%	128
2025 Q4	$368K	Buy	3,016 +10	+0.3%	+$1.15K	0.03%	129
2025 Q3	$301K	Buy	3,006 +1	+0%	+$90	0.03%	138
2025 Q2	$249K	Hold	3,005	–	–	0.02%	180
2025 Q1	$244K	Hold	3,005	–	–	0.03%	159
2024 Q4	$271K	Hold	3,005	–	–	0.03%	147
2024 Q3	$297K	Buy	3,005 +1	+0%	+$98	0.03%	131
2024 Q2	$279K	Buy	3,004 +3	+0.1%	+$269	0.03%	135
2024 Q1	$285K	Hold	3,001	–	–	0.03%	133
2023 Q4	$268K	Buy	3,001 +1	+0%	+$74	0.03%	134
2023 Q3	$219K	Hold	3,000	–	–	0.03%	144
2023 Q2	$250K	Hold	3,000	–	–	0.03%	138
2023 Q1	$229K	Hold	3,000	–	–	0.03%	146
2022 Q4	$249K	Hold	3,000	–	–	0.04%	134
2022 Q3	$238K	Hold	3,000	–	–	0.04%	134
2022 Q2	$222K	Sell	3,000 -100	-3%	-$7.51K	0.04%	149
2022 Q1	$278K	Sell	3,100 -24	-0.8%	-$2.22K	0.04%	135
2021 Q4	$349K	Buy	+3,124	New	+$377K	0.05%	137

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

Amplius Wealth Advisors's XBI Position: Q2 2026 in Review

Amplius Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.1% in Q2 2026, buying an estimated $406 and bringing the position to 3,019 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #130.

Amplius Wealth Advisors first reported a position in XBI in Q4 2021 and has held it in 19 quarters since. 256 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Amplius Wealth Advisors held 3,019 shares of State Street SPDR S&P Biotech ETF worth $478K as of Q2 2026.
Amplius Wealth Advisors bought 3 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $406.
State Street SPDR S&P Biotech ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Amplius Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 19 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.