Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$44.9K	Buy	+351	New	+$43.8K	﹤0.01%	445
2024 Q4	–	Hold	0	–	–	–	518
2024 Q3	–	Sell	-1	Closed	-$98	–	453
2024 Q2	$13	Sell	1 -134	-99%	-$12K	﹤0.01%	438
2024 Q1	$12.8K	Buy	135 +2	+2%	+$186	﹤0.01%	380
2023 Q4	$11.9K	Hold	133	–	–	﹤0.01%	378
2023 Q3	$9.71K	Hold	133	–	–	﹤0.01%	357
2023 Q2	$11.1K	Hold	133	–	–	﹤0.01%	341
2023 Q1	$10.1K	Hold	133	–	–	﹤0.01%	337
2022 Q4	$11K	Hold	133	–	–	﹤0.01%	314
2022 Q3	$11K	Buy	133 +51	+62%	+$4.3K	﹤0.01%	287
2022 Q2	$6K	Hold	82	–	–	﹤0.01%	308
2022 Q1	$7K	Hold	82	–	–	﹤0.01%	221
2021 Q4	$9K	Buy	+82	New	+$9.89K	﹤0.01%	208

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XBI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 351 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in XBI as recently as Q2 2024.

Guardian Wealth Advisors (North Carolina) first reported a position in XBI in Q4 2021 and has held it in 12 quarters since. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 351 shares of State Street SPDR S&P Biotech ETF worth $44.9K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #445 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 12 quarters since.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.