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

BigSur 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 Q2	$791K	Hold	5,000	–	–	0.19%	111
2026 Q1	$639K	Sell	5,000 -1,500	-23%	-$187K	0.18%	108
2025 Q4	$793K	Hold	6,500	–	–	0.19%	97
2025 Q3	$651K	Hold	6,500	–	–	0.16%	106
2025 Q2	$539K	Hold	6,500	–	–	0.14%	117
2025 Q1	$527K	Hold	6,500	–	–	0.14%	115
2024 Q4	$585K	Hold	6,500	–	–	0.17%	109
2024 Q3	$642K	Buy	6,500 +3,500	+117%	+$344K	0.18%	105
2024 Q2	$278K	Sell	3,000 -4,900	-62%	-$439K	0.09%	129
2024 Q1	$750K	Buy	7,900 +4,900	+163%	+$455K	0.23%	92
2023 Q4	$268K	Hold	3,000	–	–	0.13%	94
2023 Q3	$219K	Hold	3,000	–	–	0.11%	99
2023 Q2	$250K	Buy	3,000 +1,500	+100%	+$125K	0.12%	101
2023 Q1	$114K	Hold	1,500	–	–	0.05%	116
2022 Q4	$125K	Hold	1,500	–	–	0.06%	113
2022 Q3	$119K	Hold	1,500	–	–	0.06%	113
2022 Q2	$111K	Hold	1,500	–	–	0.05%	125
2022 Q1	$135K	Hold	1,500	–	–	0.05%	127
2021 Q4	$168K	Hold	1,500	–	–	0.07%	127
2021 Q3	$189K	Hold	1,500	–	–	0.08%	116
2021 Q2	$203K	Hold	1,500	–	–	0.09%	113
2021 Q1	$203K	Hold	1,500	–	–	0.1%	113
2020 Q4	$211K	Hold	1,500	–	–	0.12%	97
2020 Q3	$167K	Hold	1,500	–	–	0.11%	94
2020 Q2	$168K	Hold	1,500	–	–	0.12%	90
2020 Q1	$116K	Hold	1,500	–	–	0.09%	93
2019 Q4	$143K	Buy	+1,500	New	+$130K	0.08%	109

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

LRPA

L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

BigSur Wealth Management's XBI Position: Q2 2026 in Review

BigSur Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 5,000 shares worth $791K. The position accounts for 0.19% of the portfolio, ranked #111.

BigSur Wealth Management first reported a position in XBI in Q4 2019 and has held it in 27 quarters since. The position peaked at $793K in Q4 2025. 225 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

BigSur Wealth Management held 5,000 shares of State Street SPDR S&P Biotech ETF worth $791K as of Q2 2026.
BigSur Wealth Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.19% of BigSur Wealth Management's portfolio in Q2 2026, its #111 holding.
BigSur Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 27 quarters since.
BigSur Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $793K in Q4 2025.
225 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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