Guerra Pan Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Guerra Pan 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 Q1	$927K	Sell	7,257 -57	-0.8%	-$7.12K	0.57%	42
2025 Q4	$892K	Hold	7,314	–	–	0.53%	42
2025 Q3	$733K	Sell	7,314 -89	-1%	-$8.02K	0.44%	48
2025 Q2	$614K	Sell	7,403 -349	-5%	-$27.8K	0.4%	52
2025 Q1	$629K	Hold	7,752	–	–	0.49%	54
2024 Q4	$698K	Hold	7,752	–	–	0.51%	50
2024 Q3	$766K	Buy	7,752 +480	+7%	+$47.2K	0.61%	46
2024 Q2	$674K	Hold	7,272	–	–	0.56%	48
2024 Q1	$690K	Sell	7,272 -176	-2%	-$16.3K	0.64%	47
2023 Q4	$665K	Sell	7,448 -520	-7%	-$38.6K	0.63%	49
2023 Q3	$582K	Hold	7,968	–	–	0.67%	46
2023 Q2	$663K	Buy	7,968 +177	+2%	+$14.8K	0.74%	44
2023 Q1	$594K	Sell	7,791 -100	-1%	-$8.3K	0.74%	44
2022 Q4	$655K	Hold	7,891	–	–	0.9%	39
2022 Q3	$624K	Hold	7,891	–	–	0.91%	40
2022 Q2	$640K	Hold	7,891	–	–	0.79%	42
2022 Q1	$599K	Hold	7,891	–	–	0.72%	45
2021 Q4	$883K	Buy	+7,891	New	+$952K	0.88%	34

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

Guerra Pan Advisors's XBI Position: Q1 2026 in Review

Guerra Pan Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.78% in Q1 2026, selling an estimated $7.12K and leaving 7,257 shares worth $927K. The position accounts for 0.57% of the portfolio, ranked #42.

Guerra Pan Advisors first reported a position in XBI in Q4 2021 and has held it in 18 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Guerra Pan Advisors held 7,257 shares of State Street SPDR S&P Biotech ETF worth $927K as of Q1 2026.
Guerra Pan Advisors sold 57 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $7.12K.
State Street SPDR S&P Biotech ETF made up 0.57% of Guerra Pan Advisors's portfolio in Q1 2026, its #42 holding.
Guerra Pan Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 18 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.