Diversify Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Diversify Wealth Management’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 Q3	$203K	Buy	+1,358	New	+$214K	﹤0.01%	1223

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Diversify Wealth Management's XBI Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2026: 1,358 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

261 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Diversify Wealth Management held 1,358 shares of State Street SPDR S&P Biotech ETF worth $203K as of Q3 2026.
State Street SPDR S&P Biotech ETF was a new Diversify Wealth Management position in Q3 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1223 holding.
261 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.