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

Institute for 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	$1.71M	Buy	10,818 +601	+6%	+$81.2K	0.15%	131
2026 Q1	$1.31M	Buy	10,217 +433	+4%	+$54.1K	0.14%	161
2025 Q4	$1.19M	Buy	9,784 +686	+8%	+$78.7K	0.13%	167
2025 Q3	$912K	Sell	9,098 -600	-6%	-$54K	0.09%	215
2025 Q2	$804K	Buy	9,698 +22	+0.2%	+$1.75K	0.09%	237
2025 Q1	$785K	Buy	9,676 +186	+2%	+$16.6K	0.1%	227
2024 Q4	$855K	Buy	9,490 +441	+5%	+$42.7K	0.11%	200
2024 Q3	$894K	Buy	9,049 +325	+4%	+$31.9K	0.11%	199
2024 Q2	$809K	Buy	8,724 +90	+1%	+$8.07K	0.11%	199
2024 Q1	$819K	Buy	8,634 +85	+1%	+$7.89K	0.11%	198
2023 Q4	$763K	Buy	8,549 +436	+5%	+$32.4K	0.12%	194
2023 Q3	$592K	Sell	8,113 -25	-0.3%	-$2K	0.11%	228
2023 Q2	$677K	Buy	8,138 +127	+2%	+$10.6K	0.11%	207
2023 Q1	$611K	Sell	8,011 -1,889	-19%	-$157K	0.12%	227
2022 Q4	$822K	Buy	9,900 +898	+10%	+$72.7K	0.17%	163
2022 Q3	$714K	Buy	9,002 +253	+3%	+$21.3K	0.16%	170
2022 Q2	$650K	Buy	8,749 +2,968	+51%	+$223K	0.13%	198
2022 Q1	$520K	Buy	+5,781	New	+$534K	0.08%	288
2020 Q1	–	Sell	-160	Closed	-$15K	–	685
2019 Q4	$15K	Buy	+160	New	+$13.8K	﹤0.01%	582
2019 Q2	–	Sell	-2,263	Closed	-$205K	–	499
2019 Q1	$205K	Buy	+2,263	New	+$193K	0.04%	412
2017 Q3	–	Sell	-2,829	Closed	-$218K	–	398
2017 Q2	$218K	Buy	+2,829	New	+$201K	0.06%	365

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

Institute for Wealth Management's XBI Position: Q2 2026 in Review

Institute for Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 5.9% in Q2 2026, buying an estimated $81.2K and bringing the position to 10,818 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #131.

Institute for Wealth Management first reported a position in XBI in Q2 2017 and has held it in 21 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Institute for Wealth Management held 10,818 shares of State Street SPDR S&P Biotech ETF worth $1.71M as of Q2 2026.
Institute for Wealth Management bought 601 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $81.2K.
State Street SPDR S&P Biotech ETF made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #131 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 21 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.