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

JNBA Financial 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 Q1	–	Sell	-41	Closed	-$5K	–	881
2025 Q4	$5K	Hold	41	–	–	﹤0.01%	574
2025 Q3	$4.11K	Hold	41	–	–	﹤0.01%	570
2025 Q2	$3.4K	Buy	+41	New	+$3.27K	﹤0.01%	567
2021 Q4	–	Sell	-302	Closed	-$38K	–	891
2021 Q3	$38K	Hold	302	–	–	0.01%	327
2021 Q2	$41K	Hold	302	–	–	0.01%	313
2021 Q1	$41K	Hold	302	–	–	0.01%	306
2020 Q4	$43K	Hold	302	–	–	0.01%	278
2020 Q3	$34K	Hold	302	–	–	0.01%	283
2020 Q2	$34K	Hold	302	–	–	0.01%	272
2020 Q1	$23K	Hold	302	–	–	0.01%	296
2019 Q4	$29K	Hold	302	–	–	0.01%	306
2019 Q3	$23K	Hold	302	–	–	﹤0.01%	320
2019 Q2	$26K	Hold	302	–	–	0.01%	313
2019 Q1	$27K	Hold	302	–	–	0.01%	295
2018 Q4	$22K	Buy	+302	New	+$24.3K	0.01%	288
2018 Q3	–	Sell	-302	Closed	-$29K	–	724
2018 Q2	$29K	Hold	302	–	–	0.01%	280
2018 Q1	$26K	Hold	302	–	–	0.01%	287
2017 Q4	$26K	Hold	302	–	–	0.01%	287
2017 Q3	$26K	Hold	302	–	–	0.01%	278
2017 Q2	$23K	Hold	302	–	–	0.01%	279
2017 Q1	$21K	Hold	302	–	–	0.01%	289
2016 Q4	$18K	Buy	+302	New	+$18.6K	﹤0.01%	313
2016 Q3	–	Sell	-302	Closed	-$16K	–	1677
2016 Q2	$16K	Buy	+302	New	+$16.5K	﹤0.01%	309

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JNBA Financial Advisors's XBI Position: Q1 2026 in Review

JNBA Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 41 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in XBI in Q2 2016 and held it in 23 quarters. The position peaked at $43K in Q4 2020. 816 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

JNBA Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 41 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $5K.
JNBA Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2016 and held it in 23 quarters.
JNBA Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $43K in Q4 2020.
816 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.