Copia Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Copia Wealth Management’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	$1.11K	Hold	7	–	–	﹤0.01%	507
2026 Q1	$894	Sell	7 -4	-36%	-$499	﹤0.01%	478
2025 Q4	$1.34K	Hold	11	–	–	﹤0.01%	459
2025 Q3	$1.1K	Hold	11	–	–	﹤0.01%	431
2025 Q2	$912	Buy	+11	New	+$878	﹤0.01%	424
2025 Q1	–	Sell	-147	Closed	-$13.2K	–	477
2024 Q4	$13.2K	Buy	+147	New	+$14.2K	0.01%	234

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

Copia Wealth Management's XBI Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Copia Wealth Management first reported a position in XBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2K in Q4 2024. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Copia Wealth Management held 7 shares of State Street SPDR S&P Biotech ETF worth $1.11K as of Q2 2026.
Copia Wealth Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #507 holding.
Copia Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 6 quarters since.
Copia Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $13.2K in Q4 2024.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.