Dynamic Wealth Strategies’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Dynamic Wealth Strategies’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	$348K	Hold	2,201	–	–	0.19%	55
2026 Q1	$281K	Hold	2,201	–	–	0.16%	64
2025 Q4	$268K	Buy	2,201 +80	+4%	+$9.17K	0.16%	67
2025 Q3	$213K	Hold	2,121	–	–	0.14%	67
2025 Q2	$176K	Buy	2,121 +219	+12%	+$17.5K	0.13%	71
2025 Q1	$154K	Buy	+1,902	New	+$170K	0.13%	75
2024 Q4	–	Sell	-1,902	Closed	-$188K	–	225
2024 Q3	$188K	Buy	1,902 +150	+9%	+$14.7K	0.15%	70
2024 Q2	$162K	Buy	1,752 +363	+26%	+$32.5K	0.14%	77
2024 Q1	$132K	Buy	1,389 +211	+18%	+$19.6K	0.11%	88
2023 Q4	$105K	Buy	+1,178	New	+$87.5K	0.1%	93

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

Dynamic Wealth Strategies's XBI Position: Q2 2026 in Review

Dynamic Wealth Strategies held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 2,201 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #55.

Dynamic Wealth Strategies first reported a position in XBI in Q4 2023 and has held it in 10 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Dynamic Wealth Strategies held 2,201 shares of State Street SPDR S&P Biotech ETF worth $348K as of Q2 2026.
Dynamic Wealth Strategies left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.19% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #55 holding.
Dynamic Wealth Strategies first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 10 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.