Founders Financial Alliance’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Founders Financial Alliance’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	$16K	Hold	101	–	–	﹤0.01%	658
2026 Q1	$12.9K	Buy	+101	New	+$12.6K	﹤0.01%	612
2025 Q4	–	Sell	-26	Closed	-$2.61K	–	729
2025 Q3	$2.61K	Buy	+26	New	+$2.34K	﹤0.01%	677
2025 Q2	–	Sell	-26	Closed	-$2.11K	–	628
2025 Q1	$2.11K	Hold	26	–	–	﹤0.01%	587
2024 Q4	$2.34K	Hold	26	–	–	﹤0.01%	550
2024 Q3	$2.57K	Hold	26	–	–	﹤0.01%	558
2024 Q2	$2.41K	Hold	26	–	–	﹤0.01%	531
2024 Q1	$2.47K	Hold	26	–	–	﹤0.01%	532
2023 Q4	$2.32K	Hold	26	–	–	﹤0.01%	476
2023 Q3	$1.9K	Hold	26	–	–	﹤0.01%	460
2023 Q2	$2.16K	Sell	26 -24	-48%	-$2.01K	﹤0.01%	493
2023 Q1	$3.81K	Sell	50 -26	-34%	-$2.16K	﹤0.01%	433
2022 Q4	$6.31K	Hold	76	–	–	﹤0.01%	439
2022 Q3	$6K	Sell	76 -657	-90%	-$55.4K	﹤0.01%	437
2022 Q2	$54K	Buy	733 +657	+864%	+$49.3K	0.03%	326
2022 Q1	$7K	Sell	76 -3,608	-98%	-$333K	﹤0.01%	408
2021 Q4	$413K	Hold	3,684	–	–	0.17%	136
2021 Q3	$463K	Sell	3,684 -131	-3%	-$16.9K	0.22%	107
2021 Q2	$512K	Hold	3,815	–	–	0.23%	101
2021 Q1	$482K	Sell	3,815 -4	-0.1%	-$599	0.24%	96
2020 Q4	$539K	Buy	3,819 +50	+1%	+$6.4K	0.3%	77
2020 Q3	$419K	Buy	+3,769	New	+$423K	0.25%	82

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

Founders Financial Alliance's XBI Position: Q2 2026 in Review

Founders Financial Alliance held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 101 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Founders Financial Alliance first reported a position in XBI in Q3 2020 and has held it in 22 quarters since. The position peaked at $539K in Q4 2020. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Founders Financial Alliance held 101 shares of State Street SPDR S&P Biotech ETF worth $16K as of Q2 2026.
Founders Financial Alliance left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #658 holding.
Founders Financial Alliance first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 22 quarters since.
Founders Financial Alliance's State Street SPDR S&P Biotech ETF position peaked at $539K in Q4 2020.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.