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 Q2	$266K	Hold	1,681	–	–	﹤0.01%	970
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	Buy	27 +4	+17%	+$297	﹤0.01%	1259
2023 Q3	$1.68K	Hold	23	–	–	﹤0.01%	1278
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 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

Clearstead Advisors's XBI Position: Q2 2026 in Review

Clearstead Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 1,681 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Clearstead Advisors first reported a position in XBI in Q3 2020 and has held it in 21 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Clearstead Advisors held 1,681 shares of State Street SPDR S&P Biotech ETF worth $266K as of Q2 2026.
Clearstead 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 Clearstead Advisors's portfolio in Q2 2026, its #970 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 21 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.