IWM
XBI icon

IHT Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

IHT Wealth Management’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 		$1.09M Sell
8,503
-18,094
-68% -$2.26M 0.03% 541
2025
Q4 		$3.24M Sell
26,597
-7,860
-23% -$901K 0.08% 254
2025
Q3 		$3.45M Buy
34,457
+415
+1% +$37.4K 0.09% 230
2025
Q2 		$2.82M Sell
34,042
-8,998
-21% -$718K 0.08% 248
2025
Q1 		$3.49M Sell
43,040
-26,423
-38% -$2.36M 0.11% 190
2024
Q4 		$6.26M Sell
69,463
-58,410
-46% -$5.66M 0.2% 102
2024
Q3 		$12.6M Buy
127,873
+60,850
+91% +$5.98M 0.36% 54
2024
Q2 		$6.21M Sell
67,023
-62
-0.1% -$5.56K 0.23% 88
2024
Q1 		$6.37M Buy
67,085
+1,659
+3% +$154K 0.26% 81
2023
Q4 		$5.84M Sell
65,426
-2,922
-4% -$217K 0.26% 87
2023
Q3 		$4.99M Sell
68,348
-4,899
-7% -$391K 0.25% 88
2023
Q2 		$6.09M Buy
73,247
+1,228
+2% +$103K 0.32% 61
2023
Q1 		$5.49M Buy
72,019
+1,203
+2% +$99.8K 0.31% 67
2022
Q4 		$5.88M Buy
70,816
+34,623
+96% +$2.8M 0.37% 58
2022
Q3 		$2.87M Buy
36,193
+19,797
+121% +$1.67M 0.22% 100
2022
Q2 		$1.22M Buy
16,396
+4,524
+38% +$340K 0.11% 196
2022
Q1 		$1.07M Buy
11,872
+2,058
+21% +$190K 0.08% 243
2021
Q4 		$1.1M Sell
9,814
-1,042
-10% -$126K 0.08% 237
2021
Q3 		$1.36M Sell
10,856
-2,139
-16% -$275K 0.11% 182
2021
Q2 		$1.76M Buy
12,995
+4,924
+61% +$647K 0.11% 187
2021
Q1 		$1.09M Buy
8,071
+1,744
+28% +$261K 0.08% 253
2020
Q4 		$891K Buy
6,327
+427
+7% +$54.7K 0.07% 261
2020
Q3 		$657K Buy
5,900
+3,141
+114% +$352K 0.07% 274
2020
Q2 		$309K Buy
+2,759
New +$272K 0.04% 405
2018
Q2 		– Sell
-564
Closed -$47K – 1387
2018
Q1 		$47K Hold
564
– – 0.01% 700
2017
Q4 		$48K Hold
564
– – 0.01% 715
2017
Q3 		$49K Buy
564
+514
+1,028% +$41.2K 0.02% 530
2017
Q2 		$3 Buy
+50
New +$3.55K ﹤0.01% 1187

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's XBI Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 68% in Q1 2026, selling an estimated $2.26M and leaving 8,503 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #541.

IHT Wealth Management first reported a position in XBI in Q2 2017 and has held it in 28 quarters since. The position peaked at $12.6M in Q3 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • IHT Wealth Management held 8,503 shares of State Street SPDR S&P Biotech ETF worth $1.09M as of Q1 2026.
  • IHT Wealth Management sold 18,094 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $2.26M.
  • State Street SPDR S&P Biotech ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #541 holding.
  • IHT Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 28 quarters since.
  • IHT Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $12.6M in Q3 2024.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.