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Mutual Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Mutual Advisors’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 		$2.21M Buy
13,983
+39
+0.3% +$5.27K 0.04% 393
2026
Q1 		$1.78M Sell
13,944
-139
-1% -$17.4K 0.04% 408
2025
Q4 		$1.72M Sell
14,083
-348
-2% -$39.9K 0.04% 406
2025
Q3 		$1.55M Sell
14,431
-1,114
-7% -$100K 0.03% 432
2025
Q2 		$1.36M Sell
15,545
-753
-5% -$60.1K 0.03% 410
2025
Q1 		$1.31M Sell
16,298
-621
-4% -$55.5K 0.04% 379
2024
Q4 		$1.49M Sell
16,919
-761
-4% -$73.7K 0.04% 361
2024
Q3 		$1.72M Sell
17,680
-79
-0.4% -$7.76K 0.05% 310
2024
Q2 		$1.78M Sell
17,759
-193
-1% -$17.3K 0.05% 301
2024
Q1 		$1.7M Buy
17,952
+1,395
+8% +$129K 0.05% 314
2023
Q4 		$1.48M Sell
16,557
-1,751
-10% -$130K 0.05% 338
2023
Q3 		$1.34M Sell
18,308
-344
-2% -$27.5K 0.05% 350
2023
Q2 		$1.55M Sell
18,652
-196
-1% -$16.4K 0.06% 316
2023
Q1 		$1.44M Sell
18,848
-633
-3% -$52.5K 0.06% 328
2022
Q4 		$1.62M Buy
19,481
+736
+4% +$59.6K 0.07% 279
2022
Q3 		$1.49M Buy
18,745
+221
+1% +$18.6K 0.08% 257
2022
Q2 		$1.38M Buy
18,524
+4,079
+28% +$306K 0.09% 262
2022
Q1 		$1.3M Buy
14,445
+1,401
+11% +$129K 0.07% 299
2021
Q4 		$1.46M Sell
13,044
-1,886
-13% -$227K 0.08% 288
2021
Q3 		$1.88M Buy
14,930
+2,623
+21% +$338K 0.11% 228
2021
Q2 		$1.67M Sell
12,307
-1,547
-11% -$203K 0.1% 253
2021
Q1 		$1.88M Buy
13,854
+2,014
+17% +$302K 0.13% 197
2020
Q4 		$1.67M Sell
11,840
-3,983
-25% -$510K 0.12% 199
2020
Q3 		$1.76M Buy
15,823
+3,314
+26% +$372K 0.15% 160
2020
Q2 		$1.4M Buy
12,509
+8,844
+241% +$871K 0.14% 173
2020
Q1 		$284K Buy
+3,665
New +$325K 0.04% 411

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
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

Mutual Advisors's XBI Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.28% in Q2 2026, buying an estimated $5.27K and bringing the position to 13,983 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #393.

Mutual Advisors first reported a position in XBI in Q1 2020 and has held it in 26 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Mutual Advisors held 13,983 shares of State Street SPDR S&P Biotech ETF worth $2.21M as of Q2 2026.
  • Mutual Advisors bought 39 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $5.27K.
  • State Street SPDR S&P Biotech ETF made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #393 holding.
  • Mutual Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 26 quarters since.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.