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 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 $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

High Net Worth Advisory Group's XBI Position: Q1 2026 in Review

High Net Worth Advisory Group held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 1,820 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #217.

High Net Worth Advisory Group first reported a position in XBI in Q4 2021 and has held it in 7 quarters since. The position peaked at $327K in Q4 2021. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

High Net Worth Advisory Group held 1,820 shares of State Street SPDR S&P Biotech ETF worth $232K as of Q1 2026.
High Net Worth Advisory Group left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #217 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 7 quarters since.
High Net Worth Advisory Group's State Street SPDR S&P Biotech ETF position peaked at $327K in Q4 2021.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.