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Beacon Pointe Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Beacon Pointe 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 		$4.67M Buy
36,585
+1,059
+3% +$132K 0.02% 496
2025
Q4 		$4.33M Buy
35,526
+5,405
+18% +$620K 0.03% 425
2025
Q3 		$3.02M Buy
30,121
+9,427
+46% +$849K 0.03% 456
2025
Q2 		$1.72M Sell
20,694
-2,000
-9% -$160K 0.02% 512
2025
Q1 		$1.84M Sell
22,694
-50
-0.2% -$4.47K 0.02% 480
2024
Q4 		$2.05M Sell
22,744
-1,990
-8% -$193K 0.02% 455
2024
Q3 		$2.44M Buy
24,734
+2,058
+9% +$202K 0.03% 428
2024
Q2 		$2.1M Buy
22,676
+845
+4% +$75.8K 0.02% 461
2024
Q1 		$2.07M Sell
21,831
-32,115
-60% -$2.98M 0.02% 490
2023
Q4 		$4.82M Buy
53,946
+27,623
+105% +$2.05M 0.06% 293
2023
Q3 		$1.92M Buy
26,323
+2,920
+12% +$233K 0.02% 468
2023
Q2 		$1.95M Buy
23,403
+509
+2% +$42.6K 0.03% 384
2023
Q1 		$1.74M Buy
22,894
+850
+4% +$70.5K 0.03% 424
2022
Q4 		$1.83M Buy
22,044
+4,277
+24% +$346K 0.04% 375
2022
Q3 		$1.42M Buy
17,767
+402
+2% +$33.9K 0.03% 394
2022
Q2 		$1.28M Sell
17,365
-1,333
-7% -$100K 0.03% 411
2022
Q1 		$1.68M Buy
18,698
+3,561
+24% +$329K 0.02% 485
2021
Q4 		$1.7M Sell
15,137
-1,206
-7% -$145K 0.04% 276
2021
Q3 		$2.05M Buy
16,343
+11,082
+211% +$1.43M 0.05% 280
2021
Q2 		$712K Buy
+5,261
New +$692K 0.03% 397

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Advisors's XBI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3% in Q1 2026, buying an estimated $132K and bringing the position to 36,585 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #496.

Beacon Pointe Advisors first reported a position in XBI in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.82M in Q4 2023. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Beacon Pointe Advisors held 36,585 shares of State Street SPDR S&P Biotech ETF worth $4.67M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,059 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $132K.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #496 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's State Street SPDR S&P Biotech ETF position peaked at $4.82M in Q4 2023.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.