Ignite Planners
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Ignite Planners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ignite Planners’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
Q3 		– Sell
-2,057
Closed -$326K – 476
2026
Q2 		$326K Sell
2,057
-305
-13% -$41.2K 0.04% 329
2026
Q1 		$302K Buy
2,362
+15
+0.6% +$1.87K 0.05% 321
2025
Q4 		$293K Buy
+2,347
New +$269K 0.04% 327
2024
Q4 		– Sell
-2,408
Closed -$238K – 321
2024
Q3 		$238K Buy
+2,408
New +$237K 0.05% 264
2024
Q2 		– Sell
-2,635
Closed -$247K – 306
2024
Q1 		$247K Buy
+2,635
New +$245K 0.07% 243

Other funds holding XBI

PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Ignite Planners's XBI Position: Q3 2026 in Review

Ignite Planners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2026, closing a stake of 2,057 shares — an estimated $326K sold.

Ignite Planners first reported a position in XBI in Q1 2024 and held it in 5 quarters. The position peaked at $326K in Q2 2026. 261 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Ignite Planners reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2026 after selling out during the quarter.
  • Ignite Planners sold 2,057 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $326K.
  • Ignite Planners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and held it in 5 quarters.
  • Ignite Planners's State Street SPDR S&P Biotech ETF position peaked at $326K in Q2 2026.
  • 261 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.