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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth's XBI Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.1% in Q1 2026, buying an estimated $242K and bringing the position to 96,502 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #649.

Focus Partners Wealth first reported a position in XBI in Q4 2023 and has held it in 10 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Focus Partners Wealth held 96,502 shares of State Street SPDR S&P Biotech ETF worth $12.3M as of Q1 2026.
Focus Partners Wealth bought 1,939 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $242K.
State Street SPDR S&P Biotech ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #649 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 10 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.