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Mark Sheptoff Financial Planning’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Mark Sheptoff Financial Planning’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 		$20.1K Hold
150
– – 0.01% 273
2025
Q4 		$18.3K Hold
150
– – 0.01% 286
2025
Q3 		$15K Buy
+150
New +$13.5K 0.01% 302

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mark Sheptoff Financial Planning's XBI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 150 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #273.

Mark Sheptoff Financial Planning first reported a position in XBI in Q3 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Mark Sheptoff Financial Planning held 150 shares of State Street SPDR S&P Biotech ETF worth $20.1K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #273 holding.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.