Focus Partners Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Focus Partners Wealth’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	$14.2M	Sell	89,522 -6,980	-7%	-$944K	0.01%	600
2026 Q1	$12.3M	Buy	96,502 +1,939	+2%	+$242K	0.01%	649
2025 Q4	$11.4M	Buy	94,563 +64,284	+212%	+$7.37M	0.01%	663
2025 Q3	$3.04M	Sell	30,279 -415	-1%	-$37.4K	﹤0.01%	894
2025 Q2	$2.55M	Sell	30,694 -2,264	-7%	-$181K	0.01%	841
2025 Q1	$2.67M	Sell	32,958 -5,161	-14%	-$461K	0.01%	777
2024 Q4	$3.43M	Buy	38,119 +11,572	+44%	+$1.12M	0.01%	718
2024 Q3	$2.6M	Sell	26,547 -7,196	-21%	-$707K	0.01%	715
2024 Q2	$3.13M	Buy	33,743 +17,368	+106%	+$1.56M	0.01%	580
2024 Q1	$1.55M	Buy	16,375 +6,400	+64%	+$594K	0.01%	526
2023 Q4	$891K	Buy	+9,975	New	+$741K	0.01%	473

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

Focus Partners Wealth's XBI Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 7.2% in Q2 2026, selling an estimated $944K and leaving 89,522 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #600.

Focus Partners Wealth first reported a position in XBI in Q4 2023 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Focus Partners Wealth held 89,522 shares of State Street SPDR S&P Biotech ETF worth $14.2M as of Q2 2026.
Focus Partners Wealth sold 6,980 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $944K.
State Street SPDR S&P Biotech ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #600 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 11 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.