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 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

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

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

Cornerstone Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 8,176 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #293.

Cornerstone Wealth Management first reported a position in XBI in Q1 2019 and has held it in 8 quarters since. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Cornerstone Wealth Management held 8,176 shares of State Street SPDR S&P Biotech ETF worth $1.29M as of Q2 2026.
Cornerstone Wealth Management bought 104 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $14.1K.
State Street SPDR S&P Biotech ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #293 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and has held it in 8 quarters since.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.