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

Evolution 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	$2.09M	Buy	13,212 +23	+0.2%	+$3.11K	0.24%	49
2026 Q1	$1.68M	Hold	13,189	–	–	0.17%	54
2025 Q4	$1.61M	Sell	13,189 -149	-1%	-$17.1K	0.16%	55
2025 Q3	$1.34M	Sell	13,338 -96	-0.7%	-$8.65K	0.18%	59
2025 Q2	$1.11M	Sell	13,434 -1,139	-8%	-$90.9K	0.16%	68
2025 Q1	$1.18M	Sell	14,573 -15,545	-52%	-$1.39M	0.2%	60
2024 Q4	$2.71M	Buy	30,118 +5	+0%	+$484	0.45%	40
2024 Q3	$2.98M	Sell	30,113 -210	-0.7%	-$20.6K	0.53%	39
2024 Q2	$2.81M	Buy	30,323 +839	+3%	+$75.2K	0.55%	39
2024 Q1	$2.8M	Buy	29,484 +1,203	+4%	+$112K	0.54%	38
2023 Q4	$2.53M	Buy	28,281 +68	+0.2%	+$5.05K	0.51%	44
2023 Q3	$2.06M	Buy	28,213 +1,965	+7%	+$157K	0.46%	42
2023 Q2	$2.18M	Buy	26,248 +1,054	+4%	+$88.1K	0.48%	39
2023 Q1	$1.92M	Sell	25,194 -973	-4%	-$80.7K	0.46%	40
2022 Q4	$2.17M	Buy	26,167 +1,665	+7%	+$135K	0.55%	38
2022 Q3	$1.94M	Sell	24,502 -898	-4%	-$75.7K	0.53%	32
2022 Q2	$1.89M	Sell	25,400 -27,242	-52%	-$2.04M	0.48%	37
2022 Q1	$4.73M	Buy	52,642 +8,079	+18%	+$746K	0.97%	23
2021 Q4	$4.99M	Sell	44,563 -1,771	-4%	-$214K	0.75%	26
2021 Q3	$5.83M	Buy	46,334 +2,722	+6%	+$351K	1.25%	19
2021 Q2	$5.91M	Buy	43,612 +119	+0.3%	+$15.6K	1.2%	21
2021 Q1	$5.9M	Buy	43,493 +3,422	+9%	+$512K	1.32%	20
2020 Q4	$5.64M	Buy	40,071 +2,608	+7%	+$334K	1.27%	22
2020 Q3	$4.17M	Buy	37,463 +2,326	+7%	+$261K	1.14%	26
2020 Q2	$3.93M	Buy	35,137 +35,015	+28,701%	+$3.45M	1.29%	18
2020 Q1	$9K	Sell	122 -3,343	-96%	-$296K	﹤0.01%	219
2019 Q4	$330K	Buy	3,465 +3,385	+4,231%	+$293K	0.08%	58
2019 Q3	$6K	Buy	+80	New	+$6.65K	﹤0.01%	262

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

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

Evolution Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.17% in Q2 2026, buying an estimated $3.11K and bringing the position to 13,212 shares worth $2.09M. The position accounts for 0.24% of the portfolio, ranked #49.

Evolution Wealth Advisors first reported a position in XBI in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.91M in Q2 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Evolution Wealth Advisors held 13,212 shares of State Street SPDR S&P Biotech ETF worth $2.09M as of Q2 2026.
Evolution Wealth Advisors bought 23 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $3.11K.
State Street SPDR S&P Biotech ETF made up 0.24% of Evolution Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2019 and has held it in 28 quarters since.
Evolution Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $5.91M in Q2 2021.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.