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Financial Solutions Advisory Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Solutions Advisory Group’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 		$413K Buy
2,515
+13
+0.5% +$1.76K 0.05% 126
2026
Q1 		$320K Buy
+2,502
New +$312K 0.04% 131

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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 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

Financial Solutions Advisory Group's XBI Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.52% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,515 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #126.

Financial Solutions Advisory Group first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Financial Solutions Advisory Group held 2,515 shares of State Street SPDR S&P Biotech ETF worth $413K as of Q2 2026.
  • Financial Solutions Advisory Group bought 13 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.76K.
  • State Street SPDR S&P Biotech ETF made up 0.05% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #126 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.