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

Eagle 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	–	Sell	-2,654	Closed	-$339K	–	125
2026 Q1	$339K	Sell	2,654 -180	-6%	-$22.5K	0.15%	69
2025 Q4	$346K	Hold	2,834	–	–	0.16%	69
2025 Q3	$284K	Buy	2,834 +16	+0.6%	+$1.44K	0.14%	79
2025 Q2	$234K	Buy	2,818 +37	+1%	+$2.95K	0.13%	86
2025 Q1	$226K	Sell	2,781 -173	-6%	-$15.5K	0.14%	82
2024 Q4	$266K	Sell	2,954 -1,089	-27%	-$106K	0.19%	82
2024 Q3	$399K	Sell	4,043 -1,404	-26%	-$138K	0.29%	53
2024 Q2	$505K	Buy	5,447 +216	+4%	+$19.4K	0.41%	33
2024 Q1	$491K	Sell	5,231 -32	-0.6%	-$2.97K	0.4%	36
2023 Q4	$470K	Buy	+5,263	New	+$391K	0.28%	40

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

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

Eagle Wealth Strategies sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 2,654 shares — an estimated $339K sold.

Eagle Wealth Strategies first reported a position in XBI in Q4 2023 and held it in 10 quarters. The position peaked at $505K in Q2 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Eagle Wealth Strategies reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
Eagle Wealth Strategies sold 2,654 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $339K.
Eagle Wealth Strategies first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and held it in 10 quarters.
Eagle Wealth Strategies's State Street SPDR S&P Biotech ETF position peaked at $505K in Q2 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.