Comprehensive Money Management Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Comprehensive Money Management Services’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	$601K	Hold	4,706	–	–	0.39%	88
2025 Q4	$574K	Buy	4,706 +160	+4%	+$18.3K	0.4%	90
2025 Q3	$456K	Buy	4,546 +193	+4%	+$17.4K	0.32%	102
2025 Q2	$361K	Sell	4,353 -289	-6%	-$23.1K	0.27%	119
2025 Q1	$376K	Buy	4,642 +105	+2%	+$9.38K	0.3%	111
2024 Q4	$409K	Buy	+4,537	New	+$440K	0.34%	103

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comprehensive Money Management Services's XBI Position: Q1 2026 in Review

Comprehensive Money Management Services held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 4,706 shares worth $601K. The position accounts for 0.39% of the portfolio, ranked #88.

Comprehensive Money Management Services first reported a position in XBI in Q4 2024 and has held it in 6 quarters since. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Comprehensive Money Management Services held 4,706 shares of State Street SPDR S&P Biotech ETF worth $601K as of Q1 2026.
Comprehensive Money Management Services left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.39% of Comprehensive Money Management Services's portfolio in Q1 2026, its #88 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 6 quarters since.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.