Aspen Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Aspen Investment 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	–	Sell	-2,472	Closed	-$316K	–	189
2026 Q1	$316K	Buy	+2,472	New	+$309K	0.1%	154
2023 Q1	–	Sell	-6,085	Closed	-$505K	–	139
2022 Q4	$505K	Buy	6,085 +2,820	+86%	+$228K	0.33%	86
2022 Q3	$259K	Buy	+3,265	New	+$275K	0.17%	116
2021 Q2	–	Sell	-2,331	Closed	-$316K	–	151
2021 Q1	$316K	Sell	2,331 -20	-0.9%	-$2.99K	0.18%	110
2020 Q4	$331K	Buy	+2,351	New	+$301K	0.2%	105

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

Aspen Investment Management's XBI Position: Q2 2026 in Review

Aspen Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 2,472 shares — an estimated $316K sold.

Aspen Investment Management first reported a position in XBI in Q4 2020 and held it in 5 quarters. The position peaked at $505K in Q4 2022. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Aspen Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
Aspen Investment Management sold 2,472 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $316K.
Aspen Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 5 quarters.
Aspen Investment Management's State Street SPDR S&P Biotech ETF position peaked at $505K in Q4 2022.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.