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

Hollow Brook 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	$2.96M	Sell	18,682 -6	-0%	-$811	0.59%	37
2026 Q1	$2.39M	Sell	18,688 -158	-0.8%	-$19.7K	0.61%	39
2025 Q4	$2.3M	Sell	18,846 -2,478	-12%	-$284K	0.59%	45
2025 Q3	$2.14M	Buy	21,324 +326	+2%	+$29.4K	0.51%	46
2025 Q2	$1.74M	Buy	20,998 +648	+3%	+$51.7K	0.51%	47
2025 Q1	$1.65M	Sell	20,350 -515	-2%	-$46K	0.48%	45
2024 Q4	$1.88M	Sell	20,865 -804	-4%	-$77.9K	0.58%	45
2024 Q3	$2.14M	Buy	21,669 +1,003	+5%	+$98.5K	0.63%	43
2024 Q2	$1.92M	Buy	20,666 +1,504	+8%	+$135K	0.65%	44
2024 Q1	$1.82M	Buy	19,162 +454	+2%	+$42.1K	0.67%	41
2023 Q4	$1.67M	Sell	18,708 -41	-0.2%	-$3.04K	0.67%	44
2023 Q3	$1.37M	Buy	18,749 +78	+0.4%	+$6.23K	0.57%	47
2023 Q2	$1.55M	Buy	18,671 +535	+3%	+$44.7K	0.67%	46
2023 Q1	$1.38M	Buy	18,136 +916	+5%	+$76K	0.65%	42
2022 Q4	$1.43M	Buy	17,220 +354	+2%	+$28.7K	0.68%	36
2022 Q3	$1.34M	Buy	+16,866	New	+$1.42M	0.76%	36
2022 Q1	–	Sell	-8,603	Closed	-$963K	–	90
2021 Q4	$963K	Buy	8,603 +106	+1%	+$12.8K	0.49%	45
2021 Q3	$1.07M	Buy	8,497 +742	+10%	+$95.6K	0.66%	37
2021 Q2	$1.05M	Buy	7,755 +122	+2%	+$16K	0.65%	32
2021 Q1	$1.03M	Sell	7,633 -596	-7%	-$89.2K	0.68%	29
2020 Q4	$1.16M	Sell	8,229 -887	-10%	-$114K	0.69%	31
2020 Q3	$1.02M	Buy	+9,116	New	+$1.02M	0.63%	26

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

Hollow Brook Wealth Management's XBI Position: Q2 2026 in Review

Hollow Brook Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.03% in Q2 2026, selling an estimated $811 and leaving 18,682 shares worth $2.96M. The position accounts for 0.59% of the portfolio, ranked #37.

Hollow Brook Wealth Management first reported a position in XBI in Q3 2020 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Hollow Brook Wealth Management held 18,682 shares of State Street SPDR S&P Biotech ETF worth $2.96M as of Q2 2026.
Hollow Brook Wealth Management sold 6 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $811.
State Street SPDR S&P Biotech ETF made up 0.59% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #37 holding.
Hollow Brook Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.