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

Annex 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 		$40.3M Buy
254,762
+7,659
+3% +$1.04M 0.69% 41
2026
Q1 		$31.6M Buy
+247,103
New +$30.8M 0.59% 52

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Annex Advisory Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3.1% in Q2 2026, buying an estimated $1.04M and bringing the position to 254,762 shares worth $40.3M. The position accounts for 0.69% of the portfolio, ranked #41.

Annex Advisory Services first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Annex Advisory Services held 254,762 shares of State Street SPDR S&P Biotech ETF worth $40.3M as of Q2 2026.
  • Annex Advisory Services bought 7,659 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.04M.
  • State Street SPDR S&P Biotech ETF made up 0.69% of Annex Advisory Services's portfolio in Q2 2026, its #41 holding.
  • Annex Advisory Services first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.