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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's XBI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 7,428 shares worth $949K. The stake represents 0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in XBI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in XBI in Q1 2018 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Independent Advisor Alliance held 7,428 shares of State Street SPDR S&P Biotech ETF worth $949K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Independent Advisor Alliance position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #856 holding.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 6 quarters since.
Independent Advisor Alliance's State Street SPDR S&P Biotech ETF position peaked at $1.95M in Q4 2024.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.