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 Q2	$791K	Buy	4,996 +290	+6%	+$39.2K	0.5%	68
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 $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

Comprehensive Money Management Services's XBI Position: Q2 2026 in Review

Comprehensive Money Management Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 6.2% in Q2 2026, buying an estimated $39.2K and bringing the position to 4,996 shares worth $791K. The position accounts for 0.5% of the portfolio, ranked #68.

Comprehensive Money Management Services first reported a position in XBI in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Comprehensive Money Management Services held 4,996 shares of State Street SPDR S&P Biotech ETF worth $791K as of Q2 2026.
Comprehensive Money Management Services bought 290 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $39.2K.
State Street SPDR S&P Biotech ETF made up 0.5% of Comprehensive Money Management Services's portfolio in Q2 2026, its #68 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 7 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.