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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.76M Buy
37,234
+406
+1% +$50.7K 1.45% 17
2025
Q4
$4.49M Buy
36,828
+282
+0.8% +$32.3K 1.53% 18
2025
Q3
$3.66M Buy
36,546
+420
+1% +$37.8K 1.31% 23
2025
Q2
$3M Buy
+36,126
New +$2.88M 1.13% 27

Other funds holding XBI

BCS Private Wealth Management's XBI Position: Q1 2026 in Review

BCS Private Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.1% in Q1 2026, buying an estimated $50.7K and bringing the position to 37,234 shares worth $4.76M. The position accounts for 1.45% of the portfolio, ranked #17.

BCS Private Wealth Management first reported a position in XBI in Q2 2025 and has held it in 4 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • BCS Private Wealth Management held 37,234 shares of State Street SPDR S&P Biotech ETF worth $4.76M as of Q1 2026.
  • BCS Private Wealth Management bought 406 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $50.7K.
  • State Street SPDR S&P Biotech ETF made up 1.45% of BCS Private Wealth Management's portfolio in Q1 2026, its #17 holding.
  • BCS Private Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2025 and has held it in 4 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.