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

EPG 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 Q2	$128K	Buy	812 +1	+0.1%	+$135	0.03%	195
2026 Q1	$104K	Sell	811 -11	-1%	-$1.37K	0.03%	205
2025 Q4	$100K	Buy	822 +2	+0.2%	+$229	0.03%	207
2025 Q3	$82.2K	Buy	820 +11	+1%	+$991	0.02%	211
2025 Q2	$67.1K	Sell	809 -182	-18%	-$14.5K	0.02%	213
2025 Q1	$80.4K	Buy	991 +75	+8%	+$6.7K	0.02%	263
2024 Q4	$82.5K	Buy	916 +250	+38%	+$24.2K	0.02%	267
2024 Q3	$65.8K	Buy	+666	New	+$65.4K	0.02%	284
2024 Q2	–	Sell	-666	Closed	-$59.7K	–	304
2024 Q1	$63.2K	Hold	666	–	–	0.02%	305
2023 Q4	$59.1K	Buy	666 +206	+45%	+$15.3K	0.02%	296
2023 Q3	$33.6K	Buy	460 +278	+153%	+$22.2K	0.01%	316
2023 Q2	$15.2K	Buy	+182	New	+$15.2K	﹤0.01%	340
2022 Q1	–	Sell	-261	Closed	-$29K	–	438
2021 Q4	$29K	Hold	261	–	–	0.01%	322
2021 Q3	$33K	Buy	+261	New	+$33.6K	0.01%	292
2020 Q2	–	Sell	-101	Closed	-$8K	–	788
2020 Q1	$8K	Hold	101	–	–	0.01%	526
2019 Q4	$10K	Buy	+101	New	+$8.74K	0.01%	432

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

EPG Wealth Management's XBI Position: Q2 2026 in Review

EPG Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.12% in Q2 2026, buying an estimated $135 and bringing the position to 812 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #195.

EPG Wealth Management first reported a position in XBI in Q4 2019 and has held it in 16 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

EPG Wealth Management held 812 shares of State Street SPDR S&P Biotech ETF worth $128K as of Q2 2026.
EPG Wealth Management bought 1 State Street SPDR S&P Biotech ETF share in Q2 2026, an estimated $135.
State Street SPDR S&P Biotech ETF made up 0.03% of EPG Wealth Management's portfolio in Q2 2026, its #195 holding.
EPG Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 16 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.