CWM
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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
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
2018
Q4 		– Sell
-137,122
Closed -$1.56M – 1165
2018
Q3 		$1.56M Buy
137,122
+53,825
+65% +$5.22M 0.02% 579
2018
Q2 		$865K Buy
+83,297
New +$7.66M 0.01% 822

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return