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

Fifth Third 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 		$356K Buy
2,252
+188
+9% +$25.4K 0.01% 620
2026
Q1 		$264K Buy
2,064
+360
+21% +$44.9K 0.01% 655
2025
Q4 		$208K Buy
+1,704
New +$195K 0.01% 743

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

Fifth Third Wealth Advisors's XBI Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 9.1% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,252 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #620.

Fifth Third Wealth Advisors first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,252 shares of State Street SPDR S&P Biotech ETF worth $356K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 188 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $25.4K.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • Fifth Third Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.