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Concurrent Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Concurrent Investment 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 		$1.57M Sell
9,942
-185
-2% -$25K 0.01% 800
2026
Q1 		$1.29M Buy
10,127
+105
+1% +$13.1K 0.01% 774
2025
Q4 		$1.22M Buy
10,022
+3,598
+56% +$413K 0.01% 741
2025
Q3 		$644K Sell
6,424
-914
-12% -$82.3K 0.01% 810
2025
Q2 		$609K Sell
7,338
-1,166
-14% -$93K 0.01% 775
2025
Q1 		$690K Buy
8,504
+5,300
+165% +$474K 0.02% 648
2024
Q4 		$289K Sell
3,204
-99
-3% -$9.59K 0.01% 844
2024
Q3 		$326K Sell
3,303
-10
-0.3% -$983 0.01% 750
2024
Q2 		$307K Buy
3,313
+749
+29% +$67.2K 0.01% 730
2024
Q1 		$243K Buy
2,564
+299
+13% +$27.7K 0.01% 732
2023
Q4 		$202K Buy
+2,265
New +$168K 0.01% 770

Other funds holding XBI

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

Concurrent Investment Advisors's XBI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 1.8% in Q2 2026, selling an estimated $25K and leaving 9,942 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #800.

Concurrent Investment Advisors first reported a position in XBI in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Concurrent Investment Advisors held 9,942 shares of State Street SPDR S&P Biotech ETF worth $1.57M as of Q2 2026.
  • Concurrent Investment Advisors sold 185 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $25K.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #800 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 11 quarters since.
  • 349 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.