N.E.W. Advisory Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

N.E.W. Advisory Services’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	$199K	Buy	1,256 +747	+147%	+$101K	0.01%	219
2026 Q1	$65K	Sell	509 -80	-14%	-$9.99K	﹤0.01%	331
2025 Q4	$71.9K	Hold	589	–	–	0.01%	321
2025 Q3	$59K	Hold	589	–	–	0.01%	305
2025 Q2	$48.8K	Sell	589 -585	-50%	-$46.7K	﹤0.01%	319
2025 Q1	$95.2K	Buy	+1,174	New	+$105K	0.01%	284
2022 Q2	–	Sell	-3,222	Closed	-$437K	–	153
2022 Q1	$437K	Hold	3,222	–	–	0.08%	82
2021 Q4	$361K	Hold	3,222	–	–	0.05%	104
2021 Q3	$405K	Hold	3,222	–	–	0.07%	93
2021 Q2	$436K	Hold	3,222	–	–	0.07%	88
2021 Q1	$442K	Hold	3,222	–	–	0.08%	83
2020 Q4	$456K	Sell	3,222 -1,079	-25%	-$138K	0.1%	92
2020 Q3	$479K	Sell	4,301 -75	-2%	-$8.41K	0.14%	60
2020 Q2	$490K	Buy	+4,376	New	+$431K	0.15%	54
2019 Q4	$547K	Buy	+5,745	New	+$497K	0.18%	53

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

N.E.W. Advisory Services's XBI Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 147% in Q2 2026, buying an estimated $101K and bringing the position to 1,256 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #219.

N.E.W. Advisory Services first reported a position in XBI in Q4 2019 and has held it in 15 quarters since. The position peaked at $547K in Q4 2019. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

N.E.W. Advisory Services held 1,256 shares of State Street SPDR S&P Biotech ETF worth $199K as of Q2 2026.
N.E.W. Advisory Services bought 747 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P Biotech ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #219 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 15 quarters since.
N.E.W. Advisory Services's State Street SPDR S&P Biotech ETF position peaked at $547K in Q4 2019.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.