Guardian Asset Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Guardian Asset Advisors’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	$218K	Buy	+1,380	New	+$187K	0.1%	120

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

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

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

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

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

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

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Guardian Asset Advisors's XBI Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,380 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings.

288 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Guardian Asset Advisors held 1,380 shares of State Street SPDR S&P Biotech ETF worth $218K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Guardian Asset Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.1% of Guardian Asset Advisors's portfolio in Q2 2026, its #120 holding.
288 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.