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

HB 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	$337K	Sell	2,128 -62	-3%	-$8.38K	﹤0.01%	1313
2026 Q1	$280K	Buy	2,190 +157	+8%	+$19.6K	﹤0.01%	1273
2025 Q4	$248K	Sell	2,033 -188	-8%	-$21.6K	﹤0.01%	1237
2025 Q3	$223K	Buy	+2,221	New	+$200K	﹤0.01%	1223
2024 Q2	–	Sell	-4,280	Closed	-$406K	–	967
2024 Q1	$406K	Hold	4,280	–	–	0.01%	558
2023 Q4	$382K	Buy	4,280 +200	+5%	+$14.9K	0.01%	527
2023 Q3	$298K	Buy	4,080 +688	+20%	+$55K	﹤0.01%	572
2023 Q2	$282K	Buy	3,392 +52	+2%	+$4.35K	﹤0.01%	563
2023 Q1	$255K	Sell	3,340 -52	-2%	-$4.32K	﹤0.01%	584
2022 Q4	$282K	Buy	+3,392	New	+$275K	0.01%	535
2022 Q1	–	Sell	-1,973	Closed	-$221K	–	627
2021 Q4	$221K	Buy	+1,973	New	+$238K	﹤0.01%	468

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

HB Wealth Management's XBI Position: Q2 2026 in Review

HB Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.8% in Q2 2026, selling an estimated $8.38K and leaving 2,128 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

HB Wealth Management first reported a position in XBI in Q4 2021 and has held it in 11 quarters since. The position peaked at $406K in Q1 2024. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

HB Wealth Management held 2,128 shares of State Street SPDR S&P Biotech ETF worth $337K as of Q2 2026.
HB Wealth Management sold 62 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $8.38K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1313 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 11 quarters since.
HB Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $406K in Q1 2024.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.