Glassman Wealth Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.7K | Buy |
+200
| New | +$27K | ﹤0.01% | 166 |
|
|
2024
Q1 | – | Sell |
-250
| Closed | -$22.3K | – | 1857 |
|
|
2023
Q4 | $22.3K | Hold |
250
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $18.3K | Buy |
+250
| New | +$20K | ﹤0.01% | 676 |
|
|
2023
Q1 | – | Sell |
-250
| Closed | -$20.8K | – | 2004 |
|
|
2022
Q4 | $20.8K | Buy |
250
+20
| +9% | +$1.62K | ﹤0.01% | 654 |
|
|
2022
Q3 | $18K | Sell |
230
-50
| -18% | -$4.21K | ﹤0.01% | 653 |
|
|
2022
Q2 | $21K | Hold |
280
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $25K | Buy |
280
+200
| +250% | +$18.5K | ﹤0.01% | 581 |
|
|
2021
Q4 | $9K | Sell |
80
-300
| -79% | -$36.2K | ﹤0.01% | 843 |
|
|
2021
Q3 | $48K | Sell |
380
-3
| -0.8% | -$386 | 0.01% | 376 |
|
|
2021
Q2 | $52K | Hold |
383
| – | – | 0.01% | 346 |
|
|
2021
Q1 | $52K | Hold |
383
| – | – | 0.01% | 317 |
|
|
2020
Q4 | $54K | Hold |
383
| – | – | 0.01% | 324 |
|
|
2020
Q3 | $43K | Buy |
383
+3
| +0.8% | +$336 | 0.01% | 325 |
|
|
2020
Q2 | $43K | Buy |
380
+100
| +36% | +$9.85K | 0.01% | 271 |
|
|
2020
Q1 | $22K | Buy |
280
+50
| +22% | +$4.43K | 0.01% | 331 |
|
|
2019
Q4 | $22K | Buy |
230
+80
| +53% | +$6.92K | 0.01% | 365 |
|
|
2019
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 438 |
|
|
2019
Q2 | $13K | Sell |
150
-453
| -75% | -$38.6K | 0.01% | 428 |
|
|
2019
Q1 | $55K | Hold |
603
| – | – | 0.02% | 223 |
|
|
2018
Q4 | $43K | Sell |
603
-150
| -20% | -$12.1K | 0.02% | 211 |
|
|
2018
Q3 | $72K | Buy |
753
+100
| +15% | +$9.7K | 0.03% | 186 |
|
|
2018
Q2 | $62K | Hold |
653
| – | – | 0.03% | 171 |
|
|
2018
Q1 | $57K | Hold |
653
| – | – | 0.04% | 163 |
|
|
2017
Q4 | $55K | Buy |
653
+200
| +44% | +$16.8K | 0.03% | 160 |
|
|
2017
Q3 | $39K | Hold |
453
| – | – | 0.03% | 172 |
|
|
2017
Q2 | $35K | Hold |
453
| – | – | 0.02% | 177 |
|
|
2017
Q1 | $31K | Hold |
453
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $27K | Hold |
453
| – | – | 0.02% | 231 |
|
|
2016
Q3 | $30K | Hold |
453
| – | – | 0.03% | 186 |
|
|
2016
Q2 | $24K | Hold |
453
| – | – | 0.02% | 200 |
|
|
2016
Q1 | $23K | Hold |
453
| – | – | 0.02% | 202 |
|
|
2015
Q4 | $32K | Hold |
453
| – | – | 0.03% | 174 |
|
|
2015
Q3 | $28K | Hold |
453
| – | – | 0.03% | 188 |
|
|
2015
Q2 | $38K | Hold |
453
| – | – | 0.03% | 168 |
|
|
2015
Q1 | $34K | Hold |
453
| – | – | 0.03% | 178 |
|
|
2014
Q4 | $28K | Buy |
+453
| New | +$25.8K | 0.02% | 208 |
|
Other funds holding XBI
JFG
Glassman Wealth Services's XBI Position: Q2 2026 in Review
Glassman Wealth Services opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 200 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in XBI as recently as Q4 2023.
Glassman Wealth Services first reported a position in XBI in Q4 2014 and has held it in 36 quarters since. The position peaked at $72K in Q3 2018. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.
- Glassman Wealth Services held 200 shares of State Street SPDR S&P Biotech ETF worth $31.7K as of Q2 2026.
- State Street SPDR S&P Biotech ETF was a new Glassman Wealth Services position in Q2 2026.
- State Street SPDR S&P Biotech ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #166 holding.
- Glassman Wealth Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2014 and has held it in 36 quarters since.
- Glassman Wealth Services's State Street SPDR S&P Biotech ETF position peaked at $72K in Q3 2018.
- 934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.
Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.