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

Clearstead 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 		$215K Buy
1,681
+1,254
+294% +$157K ﹤0.01% 981
2025
Q4 		$52.1K Buy
+427
New +$49K ﹤0.01% 1390
2025
Q1 		– Sell
-57
Closed -$5.13K – 2320
2024
Q4 		$5.13K Sell
57
-495
-90% -$48K ﹤0.01% 1717
2024
Q3 		$54.5K Sell
552
-68
-11% -$6.68K ﹤0.01% 1186
2024
Q2 		$57.5K Buy
620
+95
+18% +$8.52K ﹤0.01% 1126
2024
Q1 		$47.2K Buy
525
+498
+1,844% +$46.2K ﹤0.01% 773
2023
Q4 		$2.41K Sell
27
-19
-41% -$1.41K ﹤0.01% 1259
2023
Q3 		$3.36K Buy
46
+23
+100% +$1.84K ﹤0.01% 1320
2023
Q2 		$1.91K Hold
23
– – ﹤0.01% 1160
2023
Q1 		$1.75K Buy
23
+13
+130% +$1.08K ﹤0.01% 1157
2022
Q4 		$830 Sell
10
-29
-74% -$2.35K ﹤0.01% 1187
2022
Q3 		$3K Hold
39
– – ﹤0.01% 1056
2022
Q2 		$3K Sell
39
-385
-91% -$28.9K ﹤0.01% 1079
2022
Q1 		$38K Sell
424
-208
-33% -$19.2K ﹤0.01% 735
2021
Q4 		$71K Buy
632
+134
+27% +$16.2K ﹤0.01% 601
2021
Q3 		$63K Buy
498
+340
+215% +$43.8K ﹤0.01% 577
2021
Q2 		$21K Hold
158
– – ﹤0.01% 703
2021
Q1 		$21K Sell
158
-142
-47% -$21.3K ﹤0.01% 674
2020
Q4 		$42K Hold
300
– – ﹤0.01% 535
2020
Q3 		$33K Buy
+300
New +$33.6K ﹤0.01% 524

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

Clearstead Advisors's XBI Position: Q1 2026 in Review

Clearstead Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 294% in Q1 2026, buying an estimated $157K and bringing the position to 1,681 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Clearstead Advisors first reported a position in XBI in Q3 2020 and has held it in 20 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Clearstead Advisors held 1,681 shares of State Street SPDR S&P Biotech ETF worth $215K as of Q1 2026.
  • Clearstead Advisors bought 1,254 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $157K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #981 holding.
  • Clearstead Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 20 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.