Evergreen Wealth Solutions’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Evergreen Wealth Solutions’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	$202K	Buy	+1,288	New	+$174K	0.01%	504
2022 Q3	–	Sell	-6,621	Closed	-$492K	–	105
2022 Q2	$492K	Buy	6,621 +2,711	+69%	+$204K	0.6%	54
2022 Q1	$351K	Sell	3,910 -6,091	-61%	-$562K	0.34%	72
2021 Q4	$1.12M	Buy	+10,001	New	+$1.21M	1.02%	30

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

Evergreen Wealth Solutions's XBI Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,288 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in XBI as recently as Q2 2022.

Evergreen Wealth Solutions first reported a position in XBI in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Evergreen Wealth Solutions held 1,288 shares of State Street SPDR S&P Biotech ETF worth $202K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Evergreen Wealth Solutions position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #504 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 4 quarters since.
Evergreen Wealth Solutions's State Street SPDR S&P Biotech ETF position peaked at $1.12M in Q4 2021.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.