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

Creative Planning’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
2023 Q3	–	Sell	-100	Closed	-$989	–	3057
2023 Q2	$989	Buy	+100	New	+$8.36K	﹤0.01%	2612
2022 Q4	–	Sell	-600	Closed	-$2K	–	2620
2022 Q3	$2K	Buy	600 +400	+200%	+$33.7K	﹤0.01%	2292
2022 Q2	$2K	Buy	+200	New	+$15K	﹤0.01%	2258
2021 Q1	–	Sell	-200	Closed	-$1K	–	2740
2020 Q4	$1K	Sell	200 -100	-33%	-$12.8K	﹤0.01%	2338
2020 Q3	$1K	Sell	300 -300	-50%	-$33.6K	﹤0.01%	2135
2020 Q2	$7K	Buy	+600	New	+$59.1K	﹤0.01%	1899

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.