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

JFS Wealth 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	$43.1K	Buy	272 +157	+137%	+$21.2K	﹤0.01%	583
2026 Q1	$14.7K	Hold	115	–	–	﹤0.01%	821
2025 Q4	$14K	Buy	+115	New	+$13.2K	﹤0.01%	862
2022 Q1	–	Sell	-200	Closed	-$22K	–	1990
2021 Q4	$22K	Hold	200	–	–	﹤0.01%	554
2021 Q3	$25K	Buy	+200	New	+$25.8K	﹤0.01%	511

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

JFS Wealth Advisors's XBI Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 137% in Q2 2026, buying an estimated $21.2K and bringing the position to 272 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

JFS Wealth Advisors first reported a position in XBI in Q3 2021 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

JFS Wealth Advisors held 272 shares of State Street SPDR S&P Biotech ETF worth $43.1K as of Q2 2026.
JFS Wealth Advisors bought 157 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $21.2K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #583 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.