Farther Finance Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Farther Finance 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 Q3	$4.29M	Buy	27,226 +7,296	+37%	+$1.15M	0.03%	486
2026 Q2	$3.15M	Buy	19,930 +8,543	+75%	+$1.15M	0.02%	543
2026 Q1	$1.46M	Buy	11,387 +2,008	+21%	+$251K	0.01%	783
2025 Q4	$1.14M	Buy	9,379 +1,849	+25%	+$212K	0.01%	819
2025 Q3	$755K	Buy	7,530 +448	+6%	+$40.4K	0.01%	867
2025 Q2	$587K	Buy	7,082 +6,032	+574%	+$481K	0.01%	835
2025 Q1	$82.1K	Buy	1,050 +40	+4%	+$3.58K	﹤0.01%	1642
2024 Q4	$91K	Buy	1,010 +10	+1%	+$969	﹤0.01%	1345
2024 Q3	$98.8K	Sell	1,000 -43	-4%	-$4.22K	﹤0.01%	1309
2024 Q2	$97K	Buy	1,043 +43	+4%	+$3.85K	﹤0.01%	1144
2024 Q1	$93.8K	Buy	1,000 +500	+100%	+$46.4K	0.01%	965
2023 Q4	$44.6K	Sell	500 -130	-21%	-$9.65K	﹤0.01%	1076
2023 Q3	$46K	Hold	630	–	–	0.01%	798
2023 Q2	$52.4K	Buy	630 +130	+26%	+$10.9K	0.01%	653
2023 Q1	$38.1K	Buy	500 +470	+1,567%	+$39K	0.01%	690
2022 Q4	$2.49K	Buy	+30	New	+$2.43K	﹤0.01%	1380

Other funds holding XBI

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's XBI Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 37% in Q3 2026, buying an estimated $1.15M and bringing the position to 27,226 shares worth $4.29M. The position accounts for 0.03% of the portfolio, ranked #486.

Farther Finance Advisors first reported a position in XBI in Q4 2022 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Farther Finance Advisors held 27,226 shares of State Street SPDR S&P Biotech ETF worth $4.29M as of Q3 2026.
Farther Finance Advisors bought 7,296 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $1.15M.
State Street SPDR S&P Biotech ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #486 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 16 quarters since.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.