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
2022 Q3	–	Sell	-5,100	Closed	-$22K	–	954
2022 Q2	$22K	Buy	+5,100	New	+$383K	﹤0.01%	822
2020 Q3	–	Sell	-20,000	Closed	-$71K	–	713
2020 Q2	$71K	Buy	+20,000	New	+$1.97M	0.01%	639

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's XBI Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.99% in Q1 2026, selling an estimated $17.4K and leaving 13,944 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #408.

Mutual Advisors first reported a position in XBI in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.88M in Q1 2021. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Mutual Advisors held 13,944 shares of State Street SPDR S&P Biotech ETF worth $1.78M as of Q1 2026.
Mutual Advisors sold 139 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $17.4K.
State Street SPDR S&P Biotech ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #408 holding.
Mutual Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 25 quarters since.
Mutual Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.88M in Q1 2021.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.