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Coastwise Capital Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Coastwise Capital Group’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 		$489K Buy
3,092
+2
+0.1% +$270 0.28% 77
2026
Q1 		$395K Sell
3,090
-70
-2% -$8.74K 0.22% 87
2025
Q4 		$385K Sell
3,160
-292
-8% -$33.5K 0.19% 97
2025
Q3 		$346K Sell
3,452
-199
-5% -$17.9K 0.24% 88
2025
Q2 		$303K Sell
3,651
-320
-8% -$25.5K 0.24% 90
2025
Q1 		$322K Buy
3,971
+80
+2% +$7.15K 0.27% 87
2024
Q4 		$350K Hold
3,891
– – 0.28% 81
2024
Q3 		$384K Buy
3,891
+100
+3% +$9.82K 0.32% 80
2024
Q2 		$351K Sell
3,791
-1,038
-21% -$93.1K 0.33% 79
2024
Q1 		$458K Buy
4,829
+135
+3% +$12.5K 0.42% 69
2023
Q4 		$419K Buy
4,694
+465
+11% +$34.5K 0.43% 68
2023
Q3 		$309K Sell
4,229
-400
-9% -$32K 0.35% 79
2023
Q2 		$385K Buy
4,629
+175
+4% +$14.6K 0.44% 64
2023
Q1 		$339K Buy
4,454
+430
+11% +$35.7K 0.39% 76
2022
Q4 		$334K Sell
4,024
-600
-13% -$48.6K 0.4% 75
2022
Q3 		$367K Sell
4,624
-480
-9% -$40.5K 0.58% 59
2022
Q2 		$379K Sell
5,104
-245
-5% -$18.4K 0.46% 65
2022
Q1 		$481K Buy
+5,349
New +$494K 0.6% 49

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 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
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Coastwise Capital Group's XBI Position: Q2 2026 in Review

Coastwise Capital Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.06% in Q2 2026, buying an estimated $270 and bringing the position to 3,092 shares worth $489K. The position accounts for 0.28% of the portfolio, ranked #77.

Coastwise Capital Group first reported a position in XBI in Q1 2022 and has held it in 18 quarters since. 175 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Coastwise Capital Group held 3,092 shares of State Street SPDR S&P Biotech ETF worth $489K as of Q2 2026.
  • Coastwise Capital Group bought 2 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $270.
  • State Street SPDR S&P Biotech ETF made up 0.28% of Coastwise Capital Group's portfolio in Q2 2026, its #77 holding.
  • Coastwise Capital Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 18 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.