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Cornerstone Planning Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Cornerstone Planning 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 		$8.68K Buy
57
+9
+19% +$1.22K ﹤0.01% 933
2026
Q1 		$6.42K Sell
48
-1
-2% -$125 ﹤0.01% 1025
2025
Q4 		$6.17K Buy
+49
New +$5.62K ﹤0.01% 922

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Cornerstone Planning Group's XBI Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 19% in Q2 2026, buying an estimated $1.22K and bringing the position to 57 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Cornerstone Planning Group first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Cornerstone Planning Group held 57 shares of State Street SPDR S&P Biotech ETF worth $8.68K as of Q2 2026.
  • Cornerstone Planning Group bought 9 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.22K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #933 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.