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 Q2	$47.8K	Hold	302	–	–	0.01%	417
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 $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

DHJJ Financial Advisors's XBI Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 302 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #417.

DHJJ Financial Advisors first reported a position in XBI in Q2 2024 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

DHJJ Financial Advisors held 302 shares of State Street SPDR S&P Biotech ETF worth $47.8K as of Q2 2026.
DHJJ Financial Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #417 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2024 and has held it in 6 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.