IBEX Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

IBEX Wealth Advisors’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	$1.13M	Buy	7,155 +237	+3%	+$32K	0.09%	110
2026 Q1	$884K	Buy	+6,918	New	+$864K	0.08%	119
2025 Q1	–	Sell	-16,359	Closed	-$1.47M	–	218
2024 Q4	$1.47M	Buy	+16,359	New	+$1.58M	0.17%	99
2022 Q2	–	Sell	-4,456	Closed	-$401K	–	187
2022 Q1	$401K	Buy	4,456 +47	+1%	+$4.34K	0.08%	126
2021 Q4	$494K	Buy	4,409 +344	+8%	+$41.5K	0.09%	124
2021 Q3	$511K	Buy	4,065 +837	+26%	+$108K	0.1%	124
2021 Q2	$437K	Buy	+3,228	New	+$424K	0.09%	126
2019 Q3	–	Sell	-2,104	Closed	-$184K	–	400
2019 Q2	$184K	Buy	+2,104	New	+$179K	0.05%	138

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

IBEX Wealth Advisors's XBI Position: Q2 2026 in Review

IBEX Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3.4% in Q2 2026, buying an estimated $32K and bringing the position to 7,155 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #110.

IBEX Wealth Advisors first reported a position in XBI in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

IBEX Wealth Advisors held 7,155 shares of State Street SPDR S&P Biotech ETF worth $1.13M as of Q2 2026.
IBEX Wealth Advisors bought 237 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $32K.
State Street SPDR S&P Biotech ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q2 2026, its #110 holding.
IBEX Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and has held it in 8 quarters since.
IBEX Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.47M in Q4 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.