M3 Advisory Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

M3 Advisory 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	$332K	Buy	2,101 +30	+1%	+$4.06K	0.17%	100
2026 Q1	$265K	Hold	2,071	–	–	0.16%	111
2025 Q4	$252K	Buy	2,071 +26	+1%	+$2.98K	0.15%	112
2025 Q3	$205K	Buy	+2,045	New	+$184K	0.13%	147

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

M3 Advisory Group's XBI Position: Q2 2026 in Review

M3 Advisory Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.4% in Q2 2026, buying an estimated $4.06K and bringing the position to 2,101 shares worth $332K. The position accounts for 0.17% of the portfolio, ranked #100.

M3 Advisory Group first reported a position in XBI in Q3 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

M3 Advisory Group held 2,101 shares of State Street SPDR S&P Biotech ETF worth $332K as of Q2 2026.
M3 Advisory Group bought 30 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $4.06K.
State Street SPDR S&P Biotech ETF made up 0.17% of M3 Advisory Group's portfolio in Q2 2026, its #100 holding.
M3 Advisory Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and has held it in 4 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.