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 Q2	$295K	Buy	1,864 +75	+4%	+$10.1K	﹤0.01%	499
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 $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

Financial Engines Advisors's XBI Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 4.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,864 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Financial Engines Advisors first reported a position in XBI in Q4 2020 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Financial Engines Advisors held 1,864 shares of State Street SPDR S&P Biotech ETF worth $295K as of Q2 2026.
Financial Engines Advisors bought 75 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $10.1K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #499 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 5 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.