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

HHM 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 Q2	$7.91K	Hold	50	–	–	﹤0.01%	660
2026 Q1	$6.39K	Hold	50	–	–	﹤0.01%	692
2025 Q4	$6.1K	Hold	50	–	–	﹤0.01%	680
2025 Q3	$5.01K	Hold	50	–	–	﹤0.01%	722
2025 Q2	$4.15K	Hold	50	–	–	﹤0.01%	706
2025 Q1	$4.05K	Hold	50	–	–	﹤0.01%	688
2024 Q4	$4.5K	Hold	50	–	–	﹤0.01%	690
2024 Q3	$4.94K	Hold	50	–	–	﹤0.01%	654
2024 Q2	$4.64K	Hold	50	–	–	﹤0.01%	640
2024 Q1	$4.75K	Hold	50	–	–	﹤0.01%	628
2023 Q4	$4.46K	Sell	50 -51	-50%	-$3.79K	﹤0.01%	639
2023 Q3	$7.38K	Hold	101	–	–	﹤0.01%	565
2023 Q2	$8.4K	Hold	101	–	–	﹤0.01%	567
2023 Q1	$7.7K	Hold	101	–	–	﹤0.01%	563
2022 Q4	$8.38K	Hold	101	–	–	﹤0.01%	475
2022 Q3	$8K	Hold	101	–	–	﹤0.01%	476
2022 Q2	$8K	Hold	101	–	–	﹤0.01%	584
2022 Q1	$9K	Hold	101	–	–	﹤0.01%	554
2021 Q4	$11K	Hold	101	–	–	﹤0.01%	513
2021 Q3	$13K	Hold	101	–	–	﹤0.01%	468
2021 Q2	$14K	Hold	101	–	–	﹤0.01%	449
2021 Q1	$14K	Hold	101	–	–	﹤0.01%	423
2020 Q4	$14K	Hold	101	–	–	﹤0.01%	396
2020 Q3	$11K	Hold	101	–	–	﹤0.01%	384
2020 Q2	$11K	Buy	+101	New	+$9.95K	﹤0.01%	369

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

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

WAM

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

RFM

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

NHFG

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

MFS

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

LRPA

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

SGH

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

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

EWM

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

HHM Wealth Advisors's XBI Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 50 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

HHM Wealth Advisors first reported a position in XBI in Q2 2020 and has held it in 25 quarters since. The position peaked at $14K in Q2 2021. 293 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

HHM Wealth Advisors held 50 shares of State Street SPDR S&P Biotech ETF worth $7.91K as of Q2 2026.
HHM Wealth Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #660 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 25 quarters since.
HHM Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $14K in Q2 2021.
293 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.