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Financial Life Planners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Life Planners’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 		$830K Buy
5,246
+5,038
+2,422% +$681K 0.53% 21
2026
Q1 		$26.6K Buy
+208
New +$26K 0.02% 162

Other funds holding XBI

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Financial Life Planners's XBI Position: Q2 2026 in Review

Financial Life Planners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2,422% in Q2 2026, buying an estimated $681K and bringing the position to 5,246 shares worth $830K. The position accounts for 0.53% of the portfolio, ranked #21.

Financial Life Planners first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Financial Life Planners held 5,246 shares of State Street SPDR S&P Biotech ETF worth $830K as of Q2 2026.
  • Financial Life Planners bought 5,038 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $681K.
  • State Street SPDR S&P Biotech ETF made up 0.53% of Financial Life Planners's portfolio in Q2 2026, its #21 holding.
  • Financial Life Planners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.