Community Financial Services Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Community Financial Services 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	$66.2K	Buy	423 +198	+88%	+$26.8K	0.01%	212
2026 Q1	$28.9K	Buy	+225	New	+$28.1K	0.01%	222
2021 Q4	$709K	Hold	6,339	–	–	0.18%	66
2021 Q3	$797K	Sell	6,339 -4,450	-41%	-$573K	0.22%	58
2021 Q2	$1.46M	Sell	10,789 -726	-6%	-$95.5K	0.41%	45
2021 Q1	$1.56M	Sell	11,515 -946	-8%	-$142K	0.46%	47
2020 Q4	$1.75M	Sell	12,461 -1,716	-12%	-$220K	0.55%	44
2020 Q3	$1.58M	Sell	14,177 -7,630	-35%	-$855K	0.58%	43
2020 Q2	$2.44M	Sell	21,807 -64,677	-75%	-$6.37M	0.93%	38
2020 Q1	$6.7M	Buy	86,484 +2,367	+3%	+$210K	2.28%	16
2019 Q4	$8M	Buy	84,117 +2,641	+3%	+$228K	2.08%	19
2019 Q3	$6.21M	Buy	+81,476	New	+$6.77M	1.8%	26

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Community Financial Services Group's XBI Position: Q2 2026 in Review

Community Financial Services Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 88% in Q2 2026, buying an estimated $26.8K and bringing the position to 423 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #212.

Community Financial Services Group first reported a position in XBI in Q3 2019 and has held it in 12 quarters since. The position peaked at $8M in Q4 2019. 178 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Community Financial Services Group held 423 shares of State Street SPDR S&P Biotech ETF worth $66.2K as of Q2 2026.
Community Financial Services Group bought 198 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $26.8K.
State Street SPDR S&P Biotech ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #212 holding.
Community Financial Services Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2019 and has held it in 12 quarters since.
Community Financial Services Group's State Street SPDR S&P Biotech ETF position peaked at $8M in Q4 2019.
178 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.