Measured Wealth Private Client Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Measured Wealth Private Client 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 Q3	$7.51M	Buy	47,644 +2,606	+6%	+$411K	1.89%	13
2026 Q2	$7.13M	Buy	+45,038	New	+$6.09M	1.72%	13
2018 Q4	–	Sell	-13	Closed	-$1K	–	722
2018 Q3	$1K	Buy	+13	New	+$1.26K	﹤0.01%	817

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Measured Wealth Private Client Group's XBI Position: Q3 2026 in Review

Measured Wealth Private Client Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 5.8% in Q3 2026, buying an estimated $411K and bringing the position to 47,644 shares worth $7.51M. The position accounts for 1.89% of the portfolio, ranked #13.

Measured Wealth Private Client Group first reported a position in XBI in Q3 2018 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Measured Wealth Private Client Group held 47,644 shares of State Street SPDR S&P Biotech ETF worth $7.51M as of Q3 2026.
Measured Wealth Private Client Group bought 2,606 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $411K.
State Street SPDR S&P Biotech ETF made up 1.89% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #13 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2018 and has held it in 3 quarters since.
820 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.