CX Institutional’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

CX Institutional’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	–	Sell	-4,040	Closed	-$516K	–	1643
2026 Q1	$516K	Hold	4,040	–	–	0.02%	455
2025 Q4	$493K	Sell	4,040 -8,160	-67%	-$936K	0.01%	423
2025 Q3	$1.22M	Buy	12,200 +4	+0%	+$360	0.04%	268
2025 Q2	$1.01M	Hold	12,196	–	–	0.04%	267
2025 Q1	$989K	Hold	12,196	–	–	0.04%	272
2024 Q4	$1.1M	Buy	12,196 +196	+2%	+$19K	0.04%	243
2024 Q3	$1.19M	Hold	12,000	–	–	0.05%	262
2024 Q2	$1.11M	Hold	12,000	–	–	0.05%	267
2024 Q1	$1.14M	Hold	12,000	–	–	0.05%	265
2023 Q4	$1.07M	Hold	12,000	–	–	0.06%	248
2023 Q3	$876K	Hold	12,000	–	–	0.05%	268
2023 Q2	$998K	Sell	12,000 -350	-3%	-$29.3K	0.05%	279
2023 Q1	$952K	Hold	12,350	–	–	0.05%	280
2022 Q4	$1.03M	Hold	12,350	–	–	0.06%	273
2022 Q3	$980K	Sell	12,350 -166	-1%	-$14K	0.07%	266
2022 Q2	$929K	Buy	12,516 +166	+1%	+$12.5K	0.07%	248
2022 Q1	$1.11M	Hold	12,350	–	–	0.09%	208
2021 Q4	$1.38M	Hold	12,350	–	–	0.11%	176
2021 Q3	$1.55M	Hold	12,350	–	–	0.13%	174
2021 Q2	$1.67M	Hold	12,350	–	–	0.14%	172
2021 Q1	$1.68M	Hold	12,350	–	–	0.15%	169
2020 Q4	$1.74M	Hold	12,350	–	–	0.17%	165
2020 Q3	$1.38M	Buy	12,350 +350	+3%	+$39.2K	0.15%	159
2020 Q2	$1.34M	Hold	12,000	–	–	0.18%	136
2020 Q1	$929K	Hold	12,000	–	–	0.15%	138
2019 Q4	$1.14M	Hold	12,000	–	–	0.2%	105
2019 Q3	$915K	Hold	12,000	–	–	0.15%	136
2019 Q2	$1.05M	Hold	12,000	–	–	0.17%	125
2019 Q1	$1.09M	Hold	12,000	–	–	0.19%	123
2018 Q4	$861K	Buy	+12,000	New	+$967K	0.18%	97

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

CX Institutional's XBI Position: Q2 2026 in Review

CX Institutional sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 4,040 shares — an estimated $516K sold.

CX Institutional first reported a position in XBI in Q4 2018 and held it in 30 quarters. The position peaked at $1.74M in Q4 2020. 150 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

CX Institutional reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 4,040 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $516K.
CX Institutional first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 30 quarters.
CX Institutional's State Street SPDR S&P Biotech ETF position peaked at $1.74M in Q4 2020.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.