Creative Planning’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.75M | Buy |
29,398
+4,051
| +16% | +$506K | ﹤0.01% | 1410 |
|
|
2025
Q4 | $3.09M | Buy |
25,347
+3,164
| +14% | +$363K | ﹤0.01% | 1365 |
|
|
2025
Q3 | $2.22M | Sell |
22,183
-9,149
| -29% | -$824K | ﹤0.01% | 1463 |
|
|
2025
Q2 | $2.6M | Buy |
31,332
+348
| +1% | +$27.8K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $2.51M | Buy |
30,984
+1,567
| +5% | +$140K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $2.65M | Buy |
29,417
+303
| +1% | +$29.4K | ﹤0.01% | 969 |
|
|
2024
Q3 | $2.88M | Buy |
29,114
+3,920
| +16% | +$385K | ﹤0.01% | 883 |
|
|
2024
Q2 | $2.34M | Sell |
25,194
-1,008
| -4% | -$90.4K | ﹤0.01% | 925 |
|
|
2024
Q1 | $2.49M | Buy |
26,202
+1,668
| +7% | +$155K | ﹤0.01% | 881 |
|
|
2023
Q4 | $2.19M | Sell |
24,534
-523
| -2% | -$38.8K | ﹤0.01% | 889 |
|
|
2023
Q3 | $1.83M | Buy |
25,057
+3,285
| +15% | +$262K | ﹤0.01% | 887 |
|
|
2023
Q2 | $1.81M | Buy |
21,772
+999
| +5% | +$83.5K | ﹤0.01% | 868 |
|
|
2023
Q1 | $1.58M | Buy |
20,773
+135
| +0.7% | +$11.2K | ﹤0.01% | 879 |
|
|
2022
Q4 | $1.71M | Buy |
20,638
+8,454
| +69% | +$684K | ﹤0.01% | 808 |
|
|
2022
Q3 | $966K | Sell |
12,184
-7,344
| -38% | -$619K | ﹤0.01% | 983 |
|
|
2022
Q2 | $1.45M | Sell |
19,528
-15,675
| -45% | -$1.18M | ﹤0.01% | 817 |
|
|
2022
Q1 | $3.16M | Buy |
35,203
+2,233
| +7% | +$206K | ﹤0.01% | 579 |
|
|
2021
Q4 | $3.69M | Sell |
32,970
-202
| -0.6% | -$24.4K | 0.01% | 501 |
|
|
2021
Q3 | $4.17M | Sell |
33,172
-330
| -1% | -$42.5K | 0.01% | 455 |
|
|
2021
Q2 | $4.54M | Sell |
33,502
-2,091
| -6% | -$275K | 0.01% | 434 |
|
|
2021
Q1 | $4.83M | Buy |
35,593
+1,957
| +6% | +$293K | 0.01% | 423 |
|
|
2020
Q4 | $4.74M | Sell |
33,636
-171
| -0.5% | -$21.9K | 0.01% | 390 |
|
|
2020
Q3 | $3.77M | Sell |
33,807
-6,205
| -16% | -$696K | 0.01% | 370 |
|
|
2020
Q2 | $4.48M | Buy |
40,012
+6,480
| +19% | +$638K | 0.01% | 300 |
|
|
2020
Q1 | $2.6M | Sell |
33,532
-1,377
| -4% | -$122K | 0.01% | 361 |
|
|
2019
Q4 | $3.32M | Sell |
34,909
-342
| -1% | -$29.6K | 0.01% | 378 |
|
|
2019
Q3 | $2.69M | Sell |
35,251
-360
| -1% | -$29.9K | 0.01% | 414 |
|
|
2019
Q2 | $3.12M | Sell |
35,611
-214
| -0.6% | -$18.3K | 0.01% | 380 |
|
|
2019
Q1 | $3.24M | Buy |
35,825
+1,038
| +3% | +$88.3K | 0.01% | 350 |
|
|
2018
Q4 | $2.5M | Sell |
34,787
-1,631
| -4% | -$131K | 0.01% | 376 |
|
|
2018
Q3 | $3.49M | Sell |
36,418
-1,267
| -3% | -$123K | 0.01% | 348 |
|
|
2018
Q2 | $3.59M | Buy |
37,685
+499
| +1% | +$45.9K | 0.01% | 331 |
|
|
2018
Q1 | $3.26M | Buy |
37,186
+3,492
| +10% | +$319K | 0.01% | 342 |
|
|
2017
Q4 | $2.86M | Buy |
33,694
+23,547
| +232% | +$1.97M | 0.01% | 366 |
|
|
2017
Q3 | $878K | Sell |
10,147
-1,684
| -14% | -$135K | ﹤0.01% | 780 |
|
|
2017
Q2 | $913K | Buy |
11,831
+1,516
| +15% | +$108K | ﹤0.01% | 736 |
|
|
2017
Q1 | $715K | Sell |
10,315
-11,972
| -54% | -$804K | ﹤0.01% | 805 |
|
|
2016
Q4 | $1.32M | Buy |
22,287
+9,435
| +73% | +$582K | 0.01% | 525 |
|
|
2016
Q3 | $852K | Sell |
12,852
-434
| -3% | -$26.8K | 0.01% | 661 |
|
|
2016
Q2 | $719K | Buy |
13,286
+4,685
| +54% | +$257K | 0.01% | 630 |
|
|
2016
Q1 | $444K | Sell |
8,601
-1,328
| -13% | -$69K | ﹤0.01% | 802 |
|
|
2015
Q4 | $697K | Buy |
9,929
+258
| +3% | +$17.6K | 0.01% | 621 |
|
|
2015
Q3 | $602K | Buy |
+9,671
| New | +$762K | 0.01% | 668 |
|
|
2015
Q2 | – | Sell |
-9,813
| Closed | -$738K | – | 3049 |
|
|
2015
Q1 | $738K | Buy |
9,813
+2,061
| +27% | +$144K | 0.01% | 578 |
|
|
2014
Q4 | $482K | Buy |
7,752
+828
| +12% | +$47.2K | 0.01% | 710 |
|
|
2014
Q3 | $360K | Buy |
6,924
+2,973
| +75% | +$152K | ﹤0.01% | 786 |
|
|
2014
Q2 | $203K | Buy |
3,951
+2,127
| +117% | +$95.9K | ﹤0.01% | 1030 |
|
|
2014
Q1 | $87K | Sell |
1,824
-6
| -0.3% | -$307 | ﹤0.01% | 1491 |
|
|
2013
Q4 | $79K | Buy |
1,830
+666
| +57% | +$27.6K | ﹤0.01% | 1330 |
|
|
2013
Q3 | $50K | Buy |
1,164
+579
| +99% | +$23.5K | ﹤0.01% | 1505 |
|
|
2013
Q2 | $20K | Buy |
+585
| New | +$20.6K | ﹤0.01% | 1933 |
|
Other funds holding XBI
Creative Planning's XBI Position: Q1 2026 in Review
Creative Planning increased its State Street SPDR S&P Biotech ETF (XBI) stake by 16% in Q1 2026, buying an estimated $506K and bringing the position to 29,398 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.
Creative Planning first reported a position in XBI in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.83M in Q1 2021. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.
- Creative Planning held 29,398 shares of State Street SPDR S&P Biotech ETF worth $3.75M as of Q1 2026.
- Creative Planning bought 4,051 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $506K.
- State Street SPDR S&P Biotech ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1410 holding.
- Creative Planning first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's State Street SPDR S&P Biotech ETF position peaked at $4.83M in Q1 2021.
- 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.