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

Cassaday & Co 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 Q1	$84.9K	Buy	+665	New	+$83K	﹤0.01%	496

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassaday & Co Wealth Management's XBI Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 665 shares worth $84.9K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Cassaday & Co Wealth Management held 665 shares of State Street SPDR S&P Biotech ETF worth $84.9K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #496 holding.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.