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

Apollon 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
2026 Q2	$423K	Buy	2,673 +999	+60%	+$135K	0.01%	1095
2026 Q1	$214K	Sell	1,674 -3,703	-69%	-$462K	﹤0.01%	1291
2025 Q4	$656K	Buy	5,377 +2,880	+115%	+$330K	0.01%	731
2025 Q3	$250K	Buy	+2,497	New	+$225K	﹤0.01%	1127
2024 Q1	–	Sell	-2,278	Closed	-$203K	–	1168
2023 Q4	$203K	Buy	+2,278	New	+$169K	0.01%	1005
2021 Q1	–	Sell	-3,483	Closed	-$490K	–	374
2020 Q4	$490K	Buy	+3,483	New	+$446K	0.13%	122

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

Apollon Wealth Management's XBI Position: Q2 2026 in Review

Apollon Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 60% in Q2 2026, buying an estimated $135K and bringing the position to 2,673 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1095.

Apollon Wealth Management first reported a position in XBI in Q4 2020 and has held it in 6 quarters since. The position peaked at $656K in Q4 2025. 258 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Apollon Wealth Management held 2,673 shares of State Street SPDR S&P Biotech ETF worth $423K as of Q2 2026.
Apollon Wealth Management bought 999 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $135K.
State Street SPDR S&P Biotech ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1095 holding.
Apollon Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 6 quarters since.
Apollon Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $656K in Q4 2025.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.