Larson Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Larson Financial Group’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	$791	Sell	5 -181	-97%	-$24.5K	﹤0.01%	3386
2026 Q1	$23.8K	Buy	+186	New	+$23.2K	﹤0.01%	1749
2025 Q2	–	Sell	-78	Closed	-$6.33K	–	3520
2025 Q1	$6.33K	Buy	78 +40	+105%	+$3.58K	﹤0.01%	1819
2024 Q4	$3.42K	Sell	38 -61	-62%	-$5.91K	﹤0.01%	1754
2024 Q3	$9.78K	Buy	99 +57	+136%	+$5.6K	﹤0.01%	1486
2024 Q2	$3.89K	Buy	42 +33	+367%	+$2.96K	﹤0.01%	1488
2024 Q1	$854	Hold	9	–	–	﹤0.01%	1480
2023 Q4	$804	Sell	9 -1,426	-99%	-$106K	﹤0.01%	1507
2023 Q3	$105K	Sell	1,435 -513	-26%	-$41K	0.01%	448
2023 Q2	$162K	Buy	1,948 +343	+21%	+$28.7K	0.02%	347
2023 Q1	$122K	Sell	1,605 -1,471	-48%	-$122K	0.01%	403
2022 Q4	$255K	Buy	3,076 +1,480	+93%	+$120K	0.03%	268
2022 Q3	$127K	Sell	1,596 -2,017	-56%	-$170K	0.02%	330
2022 Q2	$268K	Buy	3,613 +1,958	+118%	+$147K	0.05%	157
2022 Q1	$149K	Hold	1,655	–	–	0.02%	231
2021 Q4	$185K	Hold	1,655	–	–	0.03%	202
2021 Q3	$208K	Sell	1,655 -19	-1%	-$2.45K	0.04%	147
2021 Q2	$227K	Buy	1,674 +19	+1%	+$2.5K	0.05%	120
2021 Q1	$225K	Buy	1,655 +1,485	+874%	+$222K	0.07%	103
2020 Q4	$24K	Hold	170	–	–	0.01%	339
2020 Q3	$19K	Buy	170 +44	+35%	+$4.93K	0.01%	340
2020 Q2	$14K	Buy	126 +10	+9%	+$985	0.01%	337
2020 Q1	$9K	Buy	+116	New	+$10.3K	0.01%	310

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

Larson Financial Group's XBI Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 97% in Q2 2026, selling an estimated $24.5K and leaving 5 shares worth $791. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Larson Financial Group first reported a position in XBI in Q1 2020 and has held it in 23 quarters since. The position peaked at $268K in Q2 2022. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Larson Financial Group held 5 shares of State Street SPDR S&P Biotech ETF worth $791 as of Q2 2026.
Larson Financial Group sold 181 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $24.5K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3386 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 23 quarters since.
Larson Financial Group's State Street SPDR S&P Biotech ETF position peaked at $268K in Q2 2022.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.