Independent Advisor Alliance’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-7,428	Closed	-$949K	–	1636
2026 Q1	$949K	Buy	+7,428	New	+$927K	0.01%	856
2025 Q1	–	Sell	-21,654	Closed	-$1.95M	–	1376
2024 Q4	$1.95M	Buy	+21,654	New	+$2.1M	0.03%	518
2020 Q1	–	Sell	-3,714	Closed	-$353K	–	876
2019 Q4	$353K	Buy	+3,714	New	+$321K	0.02%	634
2019 Q2	–	Sell	-2,495	Closed	-$226K	–	485
2019 Q1	$226K	Sell	2,495 -1,441	-37%	-$123K	0.03%	380
2018 Q4	$323K	Buy	+3,936	New	+$317K	0.06%	279
2018 Q2	–	Sell	-4,011	Closed	-$323K	–	386
2018 Q1	$323K	Buy	+4,011	New	+$366K	0.07%	243

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

Independent Advisor Alliance's XBI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 7,428 shares — an estimated $949K sold.

Independent Advisor Alliance first reported a position in XBI in Q1 2018 and held it in 6 quarters. The position peaked at $1.95M in Q4 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 7,428 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $949K.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 6 quarters.
Independent Advisor Alliance's State Street SPDR S&P Biotech ETF position peaked at $1.95M in Q4 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.