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 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%	-$1.49K	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

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

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

Evermay Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 175 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Evermay Wealth Management first reported a position in XBI in Q3 2021 and has held it in 19 quarters since. The position peaked at $50K in Q4 2021. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Evermay Wealth Management held 175 shares of State Street SPDR S&P Biotech ETF worth $22.4K as of Q1 2026.
Evermay Wealth Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #385 holding.
Evermay Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and has held it in 19 quarters since.
Evermay Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $50K in Q4 2021.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.