Foundations Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Foundations Investment Advisors’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	–	Sell	-2,297	Closed	-$280K	–	1263
2025 Q4	$280K	Buy	+2,297	New	+$263K	﹤0.01%	919
2024 Q2	–	Sell	-8,914	Closed	-$846K	–	805
2024 Q1	$846K	Buy	+8,914	New	+$827K	0.02%	353
2023 Q4	–	Sell	-13,100	Closed	-$957K	–	733
2023 Q3	$957K	Buy	+13,100	New	+$1.05M	0.03%	288

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

Foundations Investment Advisors's XBI Position: Q1 2026 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 2,297 shares — an estimated $280K sold.

Foundations Investment Advisors first reported a position in XBI in Q3 2023 and held it in 3 quarters. The position peaked at $957K in Q3 2023. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Foundations Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 2,297 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $280K.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and held it in 3 quarters.
Foundations Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $957K in Q3 2023.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.