Gladstone Institutional Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Gladstone Institutional Advisory’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	$572K	Buy	3,614 +85	+2%	+$11.5K	0.02%	553
2026 Q1	$451K	Buy	3,529 +1,436	+69%	+$179K	0.02%	558
2025 Q4	$255K	Buy	2,093 +63	+3%	+$7.22K	0.01%	685
2025 Q3	$203K	Buy	+2,030	New	+$183K	0.01%	755
2024 Q4	–	Sell	-16,754	Closed	-$1.66M	–	750
2024 Q3	$1.66M	Sell	16,754 -543	-3%	-$53.4K	0.08%	251
2024 Q2	$1.6M	Buy	+17,297	New	+$1.55M	0.08%	246
2023 Q1	–	Sell	-27,196	Closed	-$2.26M	–	721
2022 Q4	$2.26M	Sell	27,196 -7,809	-22%	-$632K	0.16%	180
2022 Q3	$2.78M	Buy	35,005 +12,544	+56%	+$1.06M	0.22%	116
2022 Q2	$1.67M	Buy	+22,461	New	+$1.69M	0.13%	178
2019 Q3	–	Sell	-5,029	Closed	-$441K	–	303
2019 Q2	$441K	Sell	5,029 -12,357	-71%	-$1.05M	0.13%	158
2019 Q1	$1.57M	Buy	17,386 +416	+2%	+$35.4K	0.58%	42
2018 Q4	$1.22M	Buy	+16,970	New	+$1.37M	0.71%	34

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

LRPA

L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

Gladstone Institutional Advisory's XBI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.4% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,614 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #553.

Gladstone Institutional Advisory first reported a position in XBI in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.78M in Q3 2022. 304 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Gladstone Institutional Advisory held 3,614 shares of State Street SPDR S&P Biotech ETF worth $572K as of Q2 2026.
Gladstone Institutional Advisory bought 85 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $11.5K.
State Street SPDR S&P Biotech ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #553 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 12 quarters since.
Gladstone Institutional Advisory's State Street SPDR S&P Biotech ETF position peaked at $2.78M in Q3 2022.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.