Financial Engines Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Engines 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 Q1	$229K	Sell	1,789 -2	-0.1%	-$250	﹤0.01%	503
2025 Q4	$218K	Buy	+1,791	New	+$205K	﹤0.01%	517
2021 Q2	–	Sell	-1,646	Closed	-$223K	–	266
2021 Q1	$223K	Buy	1,646 +101	+7%	+$15.1K	﹤0.01%	252
2020 Q4	$218K	Buy	+1,545	New	+$198K	﹤0.01%	244

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Engines Advisors's XBI Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.11% in Q1 2026, selling an estimated $250 and leaving 1,789 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Financial Engines Advisors first reported a position in XBI in Q4 2020 and has held it in 4 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Financial Engines Advisors held 1,789 shares of State Street SPDR S&P Biotech ETF worth $229K as of Q1 2026.
Financial Engines Advisors sold 2 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $250.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #503 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 4 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.