Golden State Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Golden State Wealth Management’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	$34.7K	Hold	219	–	–	﹤0.01%	813
2026 Q1	$28K	Hold	219	–	–	﹤0.01%	832
2025 Q4	$26.7K	Hold	219	–	–	﹤0.01%	855
2025 Q3	$21.9K	Hold	219	–	–	﹤0.01%	893
2025 Q2	$18.2K	Sell	219 -100	-31%	-$7.98K	﹤0.01%	914
2025 Q1	$25.9K	Hold	319	–	–	﹤0.01%	740
2024 Q4	$28.7K	Buy	+319	New	+$30.9K	﹤0.01%	681
2020 Q2	–	Sell	-285	Closed	-$22K	–	960
2020 Q1	$22K	Buy	+285	New	+$25.2K	0.01%	489
2019 Q4	–	Sell	-335	Closed	-$26K	–	980
2019 Q3	$26K	Hold	335	–	–	0.01%	571
2019 Q2	$29K	Hold	335	–	–	0.01%	559
2019 Q1	$30K	Buy	+335	New	+$28.5K	0.01%	548

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

Golden State Wealth Management's XBI Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 219 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Golden State Wealth Management first reported a position in XBI in Q1 2019 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Golden State Wealth Management held 219 shares of State Street SPDR S&P Biotech ETF worth $34.7K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #813 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.