EverSource Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

EverSource Wealth Advisors’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	$188K	Sell	1,188 -16,904	-93%	-$2.29M	0.01%	1031
2026 Q1	$2.31M	Sell	18,092 -10,626	-37%	-$1.33M	0.07%	200
2025 Q4	$3.5M	Buy	28,718 +28,712	+478,533%	+$3.29M	0.13%	131
2025 Q3	$601	Hold	6	–	–	﹤0.01%	3906
2025 Q2	$498	Hold	6	–	–	﹤0.01%	3901
2025 Q1	$487	Hold	6	–	–	﹤0.01%	3467
2024 Q4	$540	Sell	6 -63	-91%	-$6.1K	﹤0.01%	3167
2024 Q3	$6.82K	Hold	69	–	–	﹤0.01%	2076
2024 Q2	$6.83K	Hold	69	–	–	﹤0.01%	2070
2024 Q1	$5.84K	Buy	+69	New	+$6.4K	﹤0.01%	1975

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

EverSource Wealth Advisors's XBI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 93% in Q2 2026, selling an estimated $2.29M and leaving 1,188 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #1031.

EverSource Wealth Advisors first reported a position in XBI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2025. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

EverSource Wealth Advisors held 1,188 shares of State Street SPDR S&P Biotech ETF worth $188K as of Q2 2026.
EverSource Wealth Advisors sold 16,904 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.29M.
State Street SPDR S&P Biotech ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1031 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $3.5M in Q4 2025.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.