Bell Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bell Investment 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 Q2	$14.7K	Hold	93	–	–	﹤0.01%	578
2026 Q1	$11.9K	Hold	93	–	–	﹤0.01%	616
2025 Q4	$11.3K	Hold	93	–	–	﹤0.01%	646
2025 Q3	$9.32K	Buy	93 +5	+6%	+$450	﹤0.01%	667
2025 Q2	$7.3K	Hold	88	–	–	﹤0.01%	804
2025 Q1	$7.14K	Sell	88 -114	-56%	-$10.2K	﹤0.01%	741
2024 Q4	$18.2K	Hold	202	–	–	﹤0.01%	414
2024 Q3	$20K	Hold	202	–	–	﹤0.01%	403
2024 Q2	$18.7K	Hold	202	–	–	﹤0.01%	411
2024 Q1	$19.2K	Sell	202 -177	-47%	-$16.4K	﹤0.01%	389
2023 Q4	$33.8K	Buy	+379	New	+$28.1K	0.01%	246

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

Bell Investment Advisors's XBI Position: Q2 2026 in Review

Bell Investment Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 93 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Bell Investment Advisors first reported a position in XBI in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.8K in Q4 2023. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Bell Investment Advisors held 93 shares of State Street SPDR S&P Biotech ETF worth $14.7K as of Q2 2026.
Bell Investment Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #578 holding.
Bell Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 11 quarters since.
Bell Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $33.8K in Q4 2023.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.