EP Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

EP Wealth 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	$736K	Sell	5,762 -346	-6%	-$43.2K	﹤0.01%	743
2025 Q4	$745K	Buy	+6,108	New	+$700K	﹤0.01%	711
2025 Q2	$446K	Buy	5,379 +193	+4%	+$15.4K	﹤0.01%	825
2025 Q1	$421K	Sell	5,186 -347	-6%	-$31K	﹤0.01%	768
2024 Q4	$498K	Buy	5,533 +518	+10%	+$50.2K	﹤0.01%	695
2024 Q3	$495K	Sell	5,015 -913	-15%	-$89.7K	﹤0.01%	695
2024 Q2	$550K	Sell	5,928 -158	-3%	-$14.2K	0.01%	514
2024 Q1	$577K	Buy	6,086 +478	+9%	+$44.4K	0.01%	487
2023 Q4	$501K	Sell	5,608 -15,178	-73%	-$1.13M	0.01%	487
2023 Q3	$1.52M	Buy	20,786 +11,832	+132%	+$945K	0.02%	270
2023 Q2	$1.78M	Buy	8,954 +5,735	+178%	+$480K	0.03%	256
2023 Q1	$313K	Sell	3,219 -2,214	-41%	-$184K	0.01%	481
2022 Q4	$451K	Buy	+5,433	New	+$440K	0.01%	402
2022 Q3	–	Sell	-3,179	Closed	-$236K	–	655
2022 Q2	$236K	Buy	3,179 +819	+35%	+$61.5K	0.01%	536
2022 Q1	$212K	Buy	+2,360	New	+$218K	﹤0.01%	562
2021 Q1	–	Sell	-1,361	Closed	-$192K	–	523
2020 Q4	$192K	Buy	+1,361	New	+$174K	0.01%	419

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

EP Wealth Advisors's XBI Position: Q1 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 5.7% in Q1 2026, selling an estimated $43.2K and leaving 5,762 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

EP Wealth Advisors first reported a position in XBI in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.78M in Q2 2023. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

EP Wealth Advisors held 5,762 shares of State Street SPDR S&P Biotech ETF worth $736K as of Q1 2026.
EP Wealth Advisors sold 346 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $43.2K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #743 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 16 quarters since.
EP Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.78M in Q2 2023.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.