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 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 $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

EPG Wealth Management's XBI Position: Q1 2026 in Review

EPG Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 1.3% in Q1 2026, selling an estimated $1.37K and leaving 811 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #205.

EPG Wealth Management first reported a position in XBI in Q4 2019 and has held it in 15 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

EPG Wealth Management held 811 shares of State Street SPDR S&P Biotech ETF worth $104K as of Q1 2026.
EPG Wealth Management sold 11 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $1.37K.
State Street SPDR S&P Biotech ETF made up 0.03% of EPG Wealth Management's portfolio in Q1 2026, its #205 holding.
EPG Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 15 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.