Invested Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Invested Advisors’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	$1.38M	Buy	8,717 +39	+0.4%	+$5.27K	1.22%	19
2026 Q1	$1.11M	Sell	8,678 -210	-2%	-$26.2K	1.12%	20
2025 Q4	$1.08M	Buy	8,888 +3,447	+63%	+$395K	1.12%	20
2025 Q3	$502K	Buy	+5,441	New	+$490K	0.73%	36

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Invested Advisors's XBI Position: Q2 2026 in Review

Invested Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.45% in Q2 2026, buying an estimated $5.27K and bringing the position to 8,717 shares worth $1.38M. The position accounts for 1.22% of the portfolio, ranked #19.

Invested Advisors first reported a position in XBI in Q3 2025 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Invested Advisors held 8,717 shares of State Street SPDR S&P Biotech ETF worth $1.38M as of Q2 2026.
Invested Advisors bought 39 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $5.27K.
State Street SPDR S&P Biotech ETF made up 1.22% of Invested Advisors's portfolio in Q2 2026, its #19 holding.
Invested Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and has held it in 4 quarters since.
485 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.