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

BCS Private 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 Q3	$5.68M	Sell	36,017 -909	-2%	-$144K	1.55%	16
2026 Q2	$5.84M	Sell	36,926 -308	-0.8%	-$41.6K	1.76%	15
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

BCS Private Wealth Management's XBI Position: Q3 2026 in Review

BCS Private Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.5% in Q3 2026, selling an estimated $144K and leaving 36,017 shares worth $5.68M. The position accounts for 1.55% of the portfolio, ranked #16.

BCS Private Wealth Management first reported a position in XBI in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.84M in Q2 2026. 568 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

BCS Private Wealth Management held 36,017 shares of State Street SPDR S&P Biotech ETF worth $5.68M as of Q3 2026.
BCS Private Wealth Management sold 909 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $144K.
State Street SPDR S&P Biotech ETF made up 1.55% of BCS Private Wealth Management's portfolio in Q3 2026, its #16 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 6 quarters since.
BCS Private Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $5.84M in Q2 2026.
568 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.