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Heritage Oak Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Heritage Oak Wealth 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 		– Sell
-1,735
Closed -$212K – 96
2025
Q4 		$212K Buy
+1,735
New +$199K 0.08% 75

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Oak Wealth Advisors's XBI Position: Q1 2026 in Review

Heritage Oak Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 1,735 shares — an estimated $212K sold.

Heritage Oak Wealth Advisors first reported a position in XBI in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 816 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Heritage Oak Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,735 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $212K.
  • Heritage Oak Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $212K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.