Arcadia Wealth Management (New York)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Arcadia Wealth Management (New York)’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 Q1	$3.52M	Sell	27,562 -1,910	-6%	-$238K	1.91%	12
2025 Q4	$3.59M	Sell	29,472 -980	-3%	-$112K	2.06%	11
2025 Q3	$3.05M	Sell	30,452 -894	-3%	-$80.5K	1.85%	11
2025 Q2	$2.6M	Sell	31,346 -450	-1%	-$35.9K	1.77%	12
2025 Q1	$2.58M	Sell	31,796 -905	-3%	-$80.9K	2.01%	10
2024 Q4	$2.95M	Buy	+32,701	New	+$3.17M	2.5%	8

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arcadia Wealth Management (New York)'s XBI Position: Q1 2026 in Review

Arcadia Wealth Management (New York) reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 6.5% in Q1 2026, selling an estimated $238K and leaving 27,562 shares worth $3.52M. The position accounts for 1.91% of the portfolio, ranked #12.

Arcadia Wealth Management (New York) first reported a position in XBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Arcadia Wealth Management (New York) held 27,562 shares of State Street SPDR S&P Biotech ETF worth $3.52M as of Q1 2026.
Arcadia Wealth Management (New York) sold 1,910 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $238K.
State Street SPDR S&P Biotech ETF made up 1.91% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #12 holding.
Arcadia Wealth Management (New York) first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 6 quarters since.
Arcadia Wealth Management (New York)'s State Street SPDR S&P Biotech ETF position peaked at $3.59M in Q4 2025.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.