BFC Planning, Inc.’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

BFC Planning, Inc.’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	$954K	Buy	6,031 +1,705	+39%	+$230K	0.04%	411
2026 Q1	$553K	Buy	4,326 +2,668	+161%	+$333K	0.02%	533
2025 Q4	$202K	Buy	1,658 +680	+70%	+$78K	0.01%	863
2025 Q3	$98K	Sell	978 -101	-9%	-$9.1K	0.01%	936
2025 Q2	$89.4K	Sell	1,079 -1,836	-63%	-$146K	0.01%	931
2025 Q1	$236K	Sell	2,915 -287	-9%	-$25.7K	0.02%	545
2024 Q4	$288K	Buy	+3,202	New	+$310K	0.02%	483

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 $308B AUM 40.94% 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 $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

BFC Planning, Inc.'s XBI Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR S&P Biotech ETF (XBI) stake by 39% in Q2 2026, buying an estimated $230K and bringing the position to 6,031 shares worth $954K. The position accounts for 0.04% of the portfolio, ranked #411.

BFC Planning, Inc. first reported a position in XBI in Q4 2024 and has held it in 7 quarters since. 938 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

BFC Planning, Inc. held 6,031 shares of State Street SPDR S&P Biotech ETF worth $954K as of Q2 2026.
BFC Planning, Inc. bought 1,705 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $230K.
State Street SPDR S&P Biotech ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #411 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 7 quarters since.
938 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.