Baldwin Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Baldwin Wealth Partners’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	$205K	Buy	+1,295	New	+$175K	0.01%	224
2026 Q1	–	Sell	-2,050	Closed	-$250K	–	256
2025 Q4	$250K	Hold	2,050	–	–	0.02%	222
2025 Q3	$205K	Buy	+2,050	New	+$185K	0.01%	227
2024 Q4	–	Sell	-2,270	Closed	-$224K	–	1051
2024 Q3	$224K	Sell	2,270 -60	-3%	-$5.89K	0.02%	312
2024 Q2	$216K	Sell	2,330 -235	-9%	-$21.1K	0.02%	192
2024 Q1	$243K	Sell	2,565 -840	-25%	-$77.9K	0.02%	195
2023 Q4	$304K	Sell	3,405 -2,240	-40%	-$166K	0.02%	181
2023 Q3	$412K	Buy	5,645 +83	+1%	+$6.63K	0.04%	168
2023 Q2	$463K	Sell	5,562 -50	-0.9%	-$4.18K	0.04%	169
2023 Q1	$428K	Hold	5,612	–	–	0.04%	173
2022 Q4	$466K	Buy	5,612 +4,847	+634%	+$392K	0.04%	164
2022 Q3	$61K	Hold	765	–	–	0.01%	308
2022 Q2	$57K	Hold	765	–	–	0.01%	335
2022 Q1	$69K	Hold	765	–	–	0.01%	323
2021 Q4	$86K	Hold	765	–	–	0.01%	291
2021 Q3	$96K	Hold	765	–	–	0.01%	266
2021 Q2	$104K	Hold	765	–	–	0.01%	266
2021 Q1	$104K	Hold	765	–	–	0.01%	254
2020 Q4	$108K	Sell	765 -200	-21%	-$25.6K	0.01%	237
2020 Q3	$108K	Hold	965	–	–	0.01%	226
2020 Q2	$108K	Buy	965 +200	+26%	+$19.7K	0.02%	213
2020 Q1	$59K	Hold	765	–	–	0.01%	260
2019 Q4	$73K	Hold	765	–	–	0.01%	271
2019 Q3	$58K	Sell	765 -130	-15%	-$10.8K	0.01%	287
2019 Q2	$79K	Sell	895 -35	-4%	-$2.98K	0.01%	265
2019 Q1	$84K	Hold	930	–	–	0.01%	256
2018 Q4	$67K	Hold	930	–	–	0.01%	264
2018 Q3	$89K	Hold	930	–	–	0.01%	261
2018 Q2	$89K	Buy	930 +130	+16%	+$11.9K	0.01%	266
2018 Q1	$70K	Hold	800	–	–	0.01%	263
2017 Q4	$68K	Hold	800	–	–	0.01%	273
2017 Q3	$69K	Sell	800 -100	-11%	-$8.02K	0.01%	262
2017 Q2	$69K	Hold	900	–	–	0.01%	269
2017 Q1	$62K	Hold	900	–	–	0.01%	274
2016 Q4	$53K	Hold	900	–	–	0.01%	293
2016 Q3	$60K	Hold	900	–	–	0.01%	285
2016 Q2	$49K	Hold	900	–	–	0.01%	272
2016 Q1	$46K	Buy	+900	New	+$46.7K	0.01%	308

Other funds holding XBI

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Baldwin Wealth Partners's XBI Position: Q2 2026 in Review

Baldwin Wealth Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,295 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Baldwin Wealth Partners previously reported a position in XBI as recently as Q4 2025.

Baldwin Wealth Partners first reported a position in XBI in Q1 2016 and has held it in 38 quarters since. The position peaked at $466K in Q4 2022. 389 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Baldwin Wealth Partners held 1,295 shares of State Street SPDR S&P Biotech ETF worth $205K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Baldwin Wealth Partners position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #224 holding.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2016 and has held it in 38 quarters since.
Baldwin Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $466K in Q4 2022.
389 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.