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 Q2	$1.49M	Buy	9,421 +918	+11%	+$124K	0.03%	486
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	$3K	Buy	+50	New	+$3.55K	﹤0.01%	1187

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

IHT Wealth Management's XBI Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 11% in Q2 2026, buying an estimated $124K and bringing the position to 9,421 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #486.

IHT Wealth Management first reported a position in XBI in Q2 2017 and has held it in 29 quarters since. The position peaked at $12.6M in Q3 2024. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

IHT Wealth Management held 9,421 shares of State Street SPDR S&P Biotech ETF worth $1.49M as of Q2 2026.
IHT Wealth Management bought 918 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $124K.
State Street SPDR S&P Biotech ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #486 holding.
IHT Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 29 quarters since.
IHT Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $12.6M in Q3 2024.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.