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Fiduciary Alliance’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fiduciary Alliance’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 		$8.65M Buy
54,691
+19,481
+55% +$2.63M 0.59% 41
2026
Q1 		$4.8M Buy
35,210
+32,017
+1,003% +$4M 0.29% 86
2025
Q4 		$389K Sell
3,193
-440
-12% -$50.4K 0.03% 376
2025
Q3 		$364K Sell
3,633
-727
-17% -$65.5K 0.02% 385
2025
Q2 		$362K Buy
4,360
+323
+8% +$25.8K 0.03% 360
2025
Q1 		$327K Sell
4,037
-483
-11% -$43.2K 0.03% 302
2024
Q4 		$407K Sell
4,520
-19,446
-81% -$1.88M 0.04% 257
2024
Q3 		$2.37M Buy
23,966
+648
+3% +$63.7K 0.31% 79
2024
Q2 		$2.13M Buy
23,318
+285
+1% +$25.6K 0.35% 69
2024
Q1 		$2.16M Buy
23,033
+1,789
+8% +$166K 0.38% 64
2023
Q4 		$1.9M Sell
21,244
-237
-1% -$17.6K 0.37% 58
2023
Q3 		$1.57M Buy
21,481
+593
+3% +$47.4K 0.36% 56
2023
Q2 		$1.74M Buy
20,888
+1,768
+9% +$148K 0.37% 59
2023
Q1 		$1.46M Sell
19,120
-348
-2% -$28.9K 0.37% 63
2022
Q4 		$1.62M Buy
+19,468
New +$1.58M 0.42% 58

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Fiduciary Alliance's XBI Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR S&P Biotech ETF (XBI) stake by 55% in Q2 2026, buying an estimated $2.63M and bringing the position to 54,691 shares worth $8.65M. The position accounts for 0.59% of the portfolio, ranked #41.

Fiduciary Alliance first reported a position in XBI in Q4 2022 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Fiduciary Alliance held 54,691 shares of State Street SPDR S&P Biotech ETF worth $8.65M as of Q2 2026.
  • Fiduciary Alliance bought 19,481 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.63M.
  • State Street SPDR S&P Biotech ETF made up 0.59% of Fiduciary Alliance's portfolio in Q2 2026, its #41 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 15 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.