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 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 $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

IBEX Wealth Advisors's XBI Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 6,918 shares worth $884K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in XBI as recently as Q4 2024.

IBEX Wealth Advisors first reported a position in XBI in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2024. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

IBEX Wealth Advisors held 6,918 shares of State Street SPDR S&P Biotech ETF worth $884K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new IBEX Wealth Advisors position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.08% of IBEX Wealth Advisors's portfolio in Q1 2026, its #119 holding.
IBEX Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and has held it in 7 quarters since.
IBEX Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.47M in Q4 2024.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.