IAM Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.03M Buy
19,117
+17,344
+978% +$2.34M 0.59% 25
2026
Q1
$226K Sell
1,773
-72
-4% -$8.99K 0.05% 93
2025
Q4
$225K Buy
+1,845
New +$212K 0.05% 94
2024
Q4
Sell
-16,060
Closed -$1.59M 108
2024
Q3
$1.59M Sell
16,060
-330
-2% -$32.4K 0.4% 48
2024
Q2
$1.52M Buy
16,390
+1,056
+7% +$94.7K 0.41% 49
2024
Q1
$1.46M Buy
+15,334
New +$1.42M 0.4% 47

Other funds holding XBI

IAM Advisory's XBI Position: Q2 2026 in Review

IAM Advisory increased its State Street SPDR S&P Biotech ETF (XBI) stake by 978% in Q2 2026, buying an estimated $2.34M and bringing the position to 19,117 shares worth $3.03M. The position accounts for 0.59% of the portfolio, ranked #25.

IAM Advisory first reported a position in XBI in Q1 2024 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • IAM Advisory held 19,117 shares of State Street SPDR S&P Biotech ETF worth $3.03M as of Q2 2026.
  • IAM Advisory bought 17,344 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.34M.
  • State Street SPDR S&P Biotech ETF made up 0.59% of IAM Advisory's portfolio in Q2 2026, its #25 holding.
  • IAM Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 6 quarters since.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.