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

Howard 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	$209K	Buy	+1,318	New	+$178K	0.08%	150
2022 Q1	–	Sell	-2,414	Closed	-$270K	–	136
2021 Q4	$270K	Sell	2,414 -179	-7%	-$21.6K	0.14%	109
2021 Q3	$325K	Buy	2,593 +44	+2%	+$5.67K	0.18%	95
2021 Q2	$345K	Buy	2,549 +59	+2%	+$7.76K	0.19%	95
2021 Q1	$337K	Buy	2,490 +18	+0.7%	+$2.69K	0.2%	95
2020 Q4	$348K	Buy	2,472 +15	+0.6%	+$1.92K	0.22%	91
2020 Q3	$273K	Sell	2,457 -74	-3%	-$8.3K	0.19%	98
2020 Q2	$283K	Buy	+2,531	New	+$249K	0.23%	89
2020 Q1	–	Sell	-2,406	Closed	-$228K	–	508
2019 Q4	$228K	Buy	+2,406	New	+$208K	0.19%	92

Other funds holding XBI

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Howard Wealth Management's XBI Position: Q2 2026 in Review

Howard Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,318 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings. This is a return to the name: Howard Wealth Management previously reported a position in XBI as recently as Q4 2021.

Howard Wealth Management first reported a position in XBI in Q4 2019 and has held it in 9 quarters since. The position peaked at $348K in Q4 2020. 368 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Howard Wealth Management held 1,318 shares of State Street SPDR S&P Biotech ETF worth $209K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Howard Wealth Management position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.08% of Howard Wealth Management's portfolio in Q2 2026, its #150 holding.
Howard Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 9 quarters since.
Howard Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $348K in Q4 2020.
368 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.