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

Cornerstone 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 Q3	$1.37M	Buy	8,659 +483	+6%	+$76.3K	0.06%	279
2026 Q2	$1.29M	Buy	8,176 +104	+1%	+$14.1K	0.06%	293
2026 Q1	$1.03M	Buy	8,072 +345	+4%	+$43.1K	0.05%	310
2025 Q4	$942K	Buy	7,727 +123	+2%	+$14.1K	0.05%	301
2025 Q3	$762K	Buy	7,604 +639	+9%	+$57.6K	0.04%	330
2025 Q2	$578K	Buy	6,965 +505	+8%	+$40.3K	0.04%	367
2025 Q1	$524K	Buy	6,460 +684	+12%	+$61.1K	0.04%	355
2024 Q4	$520K	Buy	+5,776	New	+$560K	0.04%	348
2019 Q2	–	Sell	-850	Closed	-$247K	–	516
2019 Q1	$247K	Buy	+850	New	+$72.3K	0.03%	441

Other funds holding XBI

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Cornerstone Wealth Management's XBI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 5.9% in Q3 2026, buying an estimated $76.3K and bringing the position to 8,659 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #279.

Cornerstone Wealth Management first reported a position in XBI in Q1 2019 and has held it in 9 quarters since. 604 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Cornerstone Wealth Management held 8,659 shares of State Street SPDR S&P Biotech ETF worth $1.37M as of Q3 2026.
Cornerstone Wealth Management bought 483 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $76.3K.
State Street SPDR S&P Biotech ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #279 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and has held it in 9 quarters since.
604 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.