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

Aries 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	$373K	Sell	2,360 -400	-14%	-$54.1K	0.07%	179
2026 Q1	$353K	Hold	2,760	–	–	0.08%	176
2025 Q4	$337K	Hold	2,760	–	–	0.07%	179
2025 Q3	$277K	Hold	2,760	–	–	0.07%	193
2025 Q2	$229K	Sell	2,760 -815	-23%	-$65K	0.06%	204
2025 Q1	$290K	Buy	3,575 +240	+7%	+$21.5K	0.08%	185
2024 Q4	$300K	Sell	3,335 -100	-3%	-$9.69K	0.08%	177
2024 Q3	$339K	Buy	3,435 +915	+36%	+$89.9K	0.09%	174
2024 Q2	$234K	Buy	+2,520	New	+$226K	0.07%	186

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

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

Aries Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 14% in Q2 2026, selling an estimated $54.1K and leaving 2,360 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #179.

Aries Wealth Management first reported a position in XBI in Q2 2024 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Aries Wealth Management held 2,360 shares of State Street SPDR S&P Biotech ETF worth $373K as of Q2 2026.
Aries Wealth Management sold 400 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $54.1K.
State Street SPDR S&P Biotech ETF made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #179 holding.
Aries Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2024 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.