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Cassady Wealth & Retirement Planning’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.7M Buy
23,412
+2,271
+11% +$307K 1.72% 20
2026
Q1 		$2.78M Buy
21,141
+4,281
+25% +$534K 1.44% 29
2025
Q4 		$2.06M Buy
+16,860
New +$1.93M 1.34% 29

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
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

Cassady Wealth & Retirement Planning's XBI Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its State Street SPDR S&P Biotech ETF (XBI) stake by 11% in Q2 2026, buying an estimated $307K and bringing the position to 23,412 shares worth $3.7M. The position accounts for 1.72% of the portfolio, ranked #20.

Cassady Wealth & Retirement Planning first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 23,412 shares of State Street SPDR S&P Biotech ETF worth $3.7M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 2,271 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $307K.
  • State Street SPDR S&P Biotech ETF made up 1.72% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #20 holding.
  • Cassady Wealth & Retirement Planning first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.