FIS
XBI icon

Fischer Investment Strategies’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fischer Investment Strategies’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 		$542K Buy
+3,427
New +$463K 0.26% 34
2026
Q1 		– Sell
-30,210
Closed -$3.68M – 55
2025
Q4 		$3.68M Buy
+30,210
New +$3.46M 2.15% 18

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

Fischer Investment Strategies's XBI Position: Q2 2026 in Review

Fischer Investment Strategies opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 3,427 shares worth $542K. The stake represents 0.26% of the portfolio and ranks #34 among its holdings. This is a return to the name: Fischer Investment Strategies previously reported a position in XBI as recently as Q4 2025.

Fischer Investment Strategies first reported a position in XBI in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.68M in Q4 2025. 389 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Fischer Investment Strategies held 3,427 shares of State Street SPDR S&P Biotech ETF worth $542K as of Q2 2026.
  • State Street SPDR S&P Biotech ETF was a new Fischer Investment Strategies position in Q2 2026.
  • State Street SPDR S&P Biotech ETF made up 0.26% of Fischer Investment Strategies's portfolio in Q2 2026, its #34 holding.
  • Fischer Investment Strategies first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 2 quarters since.
  • Fischer Investment Strategies's State Street SPDR S&P Biotech ETF position peaked at $3.68M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.