Evermay Wealth Management
XBI icon

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

Evermay 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
Q3 		$27.6K Hold
175
– – ﹤0.01% 404
2026
Q2 		$27.7K Hold
175
– – ﹤0.01% 417
2026
Q1 		$22.4K Hold
175
– – ﹤0.01% 385
2025
Q4 		$21.3K Hold
175
– – ﹤0.01% 381
2025
Q3 		$17.5K Hold
175
– – ﹤0.01% 402
2025
Q2 		$14.5K Sell
175
-100
-36% -$7.98K ﹤0.01% 414
2025
Q1 		$22.3K Hold
275
– – ﹤0.01% 379
2024
Q4 		$24.8K Hold
275
– – ﹤0.01% 368
2024
Q3 		$27.2K Sell
275
-188
-41% -$18.5K ﹤0.01% 378
2024
Q2 		$42.9K Hold
463
– – 0.01% 359
2024
Q1 		$43.9K Sell
463
-16
-3% -$1.48K 0.01% 362
2023
Q4 		$42.8K Buy
479
+16
+3% +$1.19K 0.01% 342
2023
Q3 		$33.8K Hold
463
– – 0.01% 336
2023
Q2 		$38.5K Hold
463
– – 0.01% 332
2023
Q1 		$35.3K Hold
463
– – 0.01% 331
2022
Q4 		$38.4K Sell
463
-155
-25% -$12.5K 0.01% 316
2022
Q3 		$49K Buy
618
+85
+16% +$7.17K 0.01% 280
2022
Q2 		$40K Buy
533
+75
+16% +$5.63K 0.01% 292
2022
Q1 		$41K Buy
458
+10
+2% +$923 0.01% 316
2021
Q4 		$50K Buy
448
+102
+29% +$12.3K 0.01% 279
2021
Q3 		$43K Buy
+346
New +$44.6K 0.01% 281

Other funds holding XBI

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Investure LLC
Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Evermay Wealth Management's XBI Position: Q3 2026 in Review

Evermay Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q3 2026 at 175 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Evermay Wealth Management first reported a position in XBI in Q3 2021 and has held it in 21 quarters since. The position peaked at $50K in Q4 2021. 559 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Evermay Wealth Management held 175 shares of State Street SPDR S&P Biotech ETF worth $27.6K as of Q3 2026.
  • Evermay Wealth Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #404 holding.
  • Evermay Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $50K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.