High Net Worth Advisory Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

High Net Worth Advisory Group’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	$288K	Sell	1,819 -1	-0.1%	-$135	0.06%	207
2026 Q1	$232K	Hold	1,820	–	–	0.05%	217
2025 Q4	$222K	Buy	+1,820	New	+$209K	0.05%	226
2023 Q1	–	Sell	-1,525	Closed	-$127K	–	587
2022 Q4	$127K	Buy	1,525 +30	+2%	+$2.43K	0.05%	222
2022 Q3	$119K	Sell	1,495 -55	-4%	-$4.64K	0.05%	223
2022 Q2	$115K	Sell	1,550 -1,046	-40%	-$78.5K	0.05%	226
2022 Q1	$233K	Sell	2,596 -325	-11%	-$30K	0.08%	167
2021 Q4	$327K	Buy	+2,921	New	+$352K	0.11%	150

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

High Net Worth Advisory Group's XBI Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.05% in Q2 2026, selling an estimated $135 and leaving 1,819 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #207.

High Net Worth Advisory Group first reported a position in XBI in Q4 2021 and has held it in 8 quarters since. The position peaked at $327K in Q4 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

High Net Worth Advisory Group held 1,819 shares of State Street SPDR S&P Biotech ETF worth $288K as of Q2 2026.
High Net Worth Advisory Group sold 1 State Street SPDR S&P Biotech ETF share in Q2 2026, an estimated $135.
State Street SPDR S&P Biotech ETF made up 0.06% of High Net Worth Advisory Group's portfolio in Q2 2026, its #207 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 8 quarters since.
High Net Worth Advisory Group's State Street SPDR S&P Biotech ETF position peaked at $327K in Q4 2021.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.