FHC
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First Heartland Consultants’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

First Heartland Consultants’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
Q3 		$1.66M Buy
10,541
+832
+9% +$131K 0.11% 155
2026
Q2 		$1.54M Buy
9,709
+128
+1% +$17.3K 0.1% 166
2026
Q1 		$1.22M Buy
9,581
+1,031
+12% +$129K 0.09% 167
2025
Q4 		$1.04M Sell
8,550
-327
-4% -$37.5K 0.08% 176
2025
Q3 		$889K Buy
8,877
+588
+7% +$53K 0.07% 190
2025
Q2 		$687K Buy
8,289
+1,945
+31% +$155K 0.06% 214
2025
Q1 		$514K Buy
6,344
+168
+3% +$15K 0.05% 229
2024
Q4 		$556K Sell
6,176
-953
-13% -$92.3K 0.06% 220
2024
Q3 		$704K Buy
7,129
+2,100
+42% +$206K 0.08% 184
2024
Q2 		$466K Sell
5,029
-299
-6% -$26.8K 0.03% 271
2024
Q1 		$506K Buy
5,328
+2,932
+122% +$272K 0.05% 250
2023
Q4 		$214K Sell
2,396
-411
-15% -$30.5K 0.03% 342
2023
Q3 		$205K Buy
+2,807
New +$224K 0.03% 359

Other funds holding XBI

LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

First Heartland Consultants's XBI Position: Q3 2026 in Review

First Heartland Consultants increased its State Street SPDR S&P Biotech ETF (XBI) stake by 8.6% in Q3 2026, buying an estimated $131K and bringing the position to 10,541 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #155.

First Heartland Consultants first reported a position in XBI in Q3 2023 and has held it in 13 quarters since. 39 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • First Heartland Consultants held 10,541 shares of State Street SPDR S&P Biotech ETF worth $1.66M as of Q3 2026.
  • First Heartland Consultants bought 832 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $131K.
  • State Street SPDR S&P Biotech ETF made up 0.11% of First Heartland Consultants's portfolio in Q3 2026, its #155 holding.
  • First Heartland Consultants first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and has held it in 13 quarters since.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.