DHJJ Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

DHJJ Financial Advisors’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	$38.6K	Hold	302	–	–	0.01%	443
2025 Q4	$36.8K	Buy	302 +1	+0.3%	+$115	0.01%	424
2025 Q3	$30.2K	Hold	301	–	–	0.01%	440
2025 Q2	$25K	Buy	+301	New	+$24K	0.01%	445
2024 Q3	–	Sell	-155	Closed	-$14.4K	–	885
2024 Q2	$14.4K	Buy	+155	New	+$13.9K	0.01%	416

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

DHJJ Financial Advisors's XBI Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 302 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #443.

DHJJ Financial Advisors first reported a position in XBI in Q2 2024 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

DHJJ Financial Advisors held 302 shares of State Street SPDR S&P Biotech ETF worth $38.6K as of Q1 2026.
DHJJ Financial Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #443 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2024 and has held it in 5 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.