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

LJI 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	$2.18M	Sell	13,780 -500	-4%	-$67.6K	0.31%	32
2026 Q1	$1.82M	Sell	14,280 -40	-0.3%	-$4.99K	0.29%	37
2025 Q4	$1.75M	Sell	14,320 -1,060	-7%	-$122K	0.27%	47
2025 Q3	$1.54M	Sell	15,380 -300	-2%	-$27K	0.27%	36
2025 Q2	$1.3M	Buy	15,680 +871	+6%	+$69.5K	0.23%	49
2025 Q1	$1.2M	Buy	14,809 +1,195	+9%	+$107K	0.24%	47
2024 Q4	$1.23M	Sell	13,614 -6,241	-31%	-$605K	0.24%	46
2024 Q3	$1.96M	Sell	19,855 -530	-3%	-$52.1K	0.4%	33
2024 Q2	$1.89M	Buy	+20,385	New	+$1.83M	0.42%	32
2024 Q1	–	Sell	-20,772	Closed	-$1.85M	–	180
2023 Q4	$1.85M	Buy	20,772 +985	+5%	+$73.1K	0.48%	28
2023 Q3	$1.44M	Buy	19,787 +822	+4%	+$65.7K	0.42%	34
2023 Q2	$1.58M	Sell	18,965 -3,110	-14%	-$260K	0.46%	31
2023 Q1	$1.68M	Buy	22,075 +2,534	+13%	+$210K	0.53%	29
2022 Q4	$1.62M	Buy	+19,541	New	+$1.58M	0.57%	30

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

LJI Wealth Management's XBI Position: Q2 2026 in Review

LJI Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 3.5% in Q2 2026, selling an estimated $67.6K and leaving 13,780 shares worth $2.18M. The position accounts for 0.31% of the portfolio, ranked #32.

LJI Wealth Management first reported a position in XBI in Q4 2022 and has held it in 14 quarters since. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

LJI Wealth Management held 13,780 shares of State Street SPDR S&P Biotech ETF worth $2.18M as of Q2 2026.
LJI Wealth Management sold 500 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $67.6K.
State Street SPDR S&P Biotech ETF made up 0.31% of LJI Wealth Management's portfolio in Q2 2026, its #32 holding.
LJI Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 14 quarters since.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.