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

IFP 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	$3.35M	Buy	21,192 +3,590	+20%	+$485K	0.06%	350
2026 Q1	$2.25M	Buy	17,602 +11,049	+169%	+$1.38M	0.05%	412
2025 Q4	$799K	Buy	6,553 +4,522	+223%	+$518K	0.02%	743
2025 Q3	$204K	Sell	2,031 -1,878	-48%	-$169K	0.01%	1280
2025 Q2	$324K	Buy	3,909 +727	+23%	+$58K	0.01%	1029
2025 Q1	$258K	Sell	3,182 -1,135	-26%	-$101K	0.01%	1059
2024 Q4	$389K	Buy	4,317 +1,747	+68%	+$169K	0.01%	831
2024 Q3	$254K	Buy	2,570 +688	+37%	+$67.6K	0.01%	978
2024 Q2	$175K	Sell	1,882 -928	-33%	-$83.2K	0.01%	1108
2024 Q1	$267K	Buy	2,810 +255	+10%	+$23.7K	0.01%	859
2023 Q4	$228K	Sell	2,555 -636	-20%	-$47.2K	0.01%	891
2023 Q3	$233K	Sell	3,191 -736	-19%	-$58.8K	0.01%	899
2023 Q2	$327K	Sell	3,927 -60	-2%	-$5.02K	0.01%	810
2023 Q1	$385K	Sell	3,987 -878	-18%	-$72.9K	0.02%	690
2022 Q4	$472K	Sell	4,865 -3,063	-39%	-$248K	0.01%	914
2022 Q3	$845K	Buy	7,928 +613	+8%	+$51.7K	0.02%	699
2022 Q2	$787K	Hold	7,315	–	–	0.03%	658
2022 Q1	$787K	Buy	7,315 +5,171	+241%	+$478K	0.03%	658
2021 Q4	$240K	Buy	2,144 +14	+0.7%	+$1.69K	﹤0.01%	871
2021 Q3	$266K	Sell	2,130 -1,288	-38%	-$166K	0.01%	822
2021 Q2	$462K	Buy	3,418 +1,305	+62%	+$172K	0.01%	570
2021 Q1	$288K	Sell	2,113 -2,073	-50%	-$310K	0.01%	689
2020 Q4	$591K	Buy	4,186 +571	+16%	+$73.1K	0.02%	460
2020 Q3	$400K	Buy	3,615 +1,424	+65%	+$160K	0.02%	491
2020 Q2	$238K	Buy	2,191 +708	+48%	+$69.7K	0.02%	605
2020 Q1	$115K	Sell	1,483 -160	-10%	-$14.2K	0.01%	772
2019 Q4	$156K	Sell	1,643 -1,130	-41%	-$97.7K	0.01%	756
2019 Q3	$209K	Buy	+2,773	New	+$230K	0.01%	754
2019 Q1	$289K	Sell	3,203 -4,872	-60%	-$414K	0.04%	389
2018 Q4	$566K	Sell	8,075 -1,485	-16%	-$120K	0.03%	507
2018 Q3	$916K	Sell	9,560 -363	-4%	-$35.2K	0.04%	456
2018 Q2	$945K	Sell	9,923 -19	-0.2%	-$1.75K	0.04%	430
2018 Q1	$844K	Hold	9,942	–	–	0.04%	447
2017 Q4	$844K	Sell	9,942 -2,139	-18%	-$179K	0.04%	448
2017 Q3	$1.05M	Buy	12,081 +1,868	+18%	+$150K	0.04%	431
2017 Q2	$788K	Buy	10,213 +496	+5%	+$35.2K	0.03%	504
2017 Q1	$674K	Buy	9,717 +2,892	+42%	+$194K	0.03%	553
2016 Q4	$404K	Buy	6,825 +2,062	+43%	+$127K	0.02%	714
2016 Q3	$316K	Buy	4,763 +350	+8%	+$21.7K	0.02%	790
2016 Q2	$239K	Buy	4,413 +1,210	+38%	+$66.3K	0.01%	890
2016 Q1	$289K	Buy	3,203 +502	+19%	+$26.1K	0.04%	389
2015 Q4	$190K	Buy	+2,701	New	+$184K	0.01%	852

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

IFP Advisors's XBI Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 20% in Q2 2026, buying an estimated $485K and bringing the position to 21,192 shares worth $3.35M. The position accounts for 0.06% of the portfolio, ranked #350.

IFP Advisors first reported a position in XBI in Q4 2015 and has held it in 42 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

IFP Advisors held 21,192 shares of State Street SPDR S&P Biotech ETF worth $3.35M as of Q2 2026.
IFP Advisors bought 3,590 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $485K.
State Street SPDR S&P Biotech ETF made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #350 holding.
IFP Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2015 and has held it in 42 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.