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

Arkadios 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 Q1	$496K	Sell	3,887 -2,601	-40%	-$325K	0.01%	1115
2025 Q4	$791K	Buy	6,488 +226	+4%	+$25.9K	0.02%	805
2025 Q3	$627K	Sell	6,262 -5,499	-47%	-$495K	0.02%	840
2025 Q2	$975K	Sell	11,761 -4,381	-27%	-$350K	0.03%	582
2025 Q1	$1.31M	Buy	16,142 +9,675	+150%	+$865K	0.05%	384
2024 Q4	$582K	Sell	6,467 -33,131	-84%	-$3.21M	0.03%	490
2024 Q3	$3.91M	Sell	39,598 -1,593	-4%	-$157K	0.22%	101
2024 Q2	$3.82M	Buy	41,191 +3,007	+8%	+$270K	0.26%	81
2024 Q1	$3.62M	Buy	38,184 +31,681	+487%	+$2.94M	0.28%	83
2023 Q4	$581K	Sell	6,503 -290	-4%	-$21.5K	0.05%	331
2023 Q3	$496K	Sell	6,793 -665	-9%	-$53.1K	0.05%	340
2023 Q2	$621K	Sell	7,458 -964	-11%	-$80.6K	0.07%	262
2023 Q1	$642K	Sell	8,422 -740	-8%	-$61.4K	0.08%	255
2022 Q4	$760K	Buy	9,162 +413	+5%	+$33.4K	0.1%	207
2022 Q3	$694K	Buy	8,749 +3,317	+61%	+$280K	0.11%	204
2022 Q2	$403K	Buy	+5,432	New	+$408K	0.06%	335
2021 Q4	–	Sell	-256	Closed	-$32K	–	1798
2021 Q3	$32K	Sell	256 -260	-50%	-$33.5K	﹤0.01%	1051
2021 Q2	$69K	Buy	516 +206	+66%	+$27.1K	0.01%	830
2021 Q1	$42K	Hold	310	–	–	0.01%	739
2020 Q4	$43K	Buy	310 +260	+520%	+$33.3K	0.01%	585
2020 Q3	$6.03K	Hold	50	–	–	﹤0.01%	824
2020 Q2	$5.74K	Buy	+50	New	+$4.92K	﹤0.01%	766

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

Arkadios Wealth Advisors's XBI Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 40% in Q1 2026, selling an estimated $325K and leaving 3,887 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1115.

Arkadios Wealth Advisors first reported a position in XBI in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.91M in Q3 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Arkadios Wealth Advisors held 3,887 shares of State Street SPDR S&P Biotech ETF worth $496K as of Q1 2026.
Arkadios Wealth Advisors sold 2,601 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $325K.
State Street SPDR S&P Biotech ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1115 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 22 quarters since.
Arkadios Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $3.91M in Q3 2024.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.