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Nations Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Nations Financial 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
Q2 		$1.08M Sell
6,835
-700
-9% -$94.6K 0.05% 359
2026
Q1 		$962K Sell
7,535
-1,200
-14% -$150K 0.05% 378
2025
Q4 		$1.07M Buy
8,735
+4,875
+126% +$559K 0.06% 343
2025
Q3 		$387K Sell
3,860
-25,384
-87% -$2.29M 0.02% 538
2025
Q2 		$2.43M Sell
29,244
-252
-0.9% -$20.1K 0.17% 151
2025
Q1 		$2.39M Sell
29,496
-441
-1% -$39.4K 0.18% 147
2024
Q4 		$2.7M Sell
29,937
-426
-1% -$41.3K 0.2% 129
2024
Q3 		$3M Buy
30,363
+372
+1% +$36.5K 0.22% 111
2024
Q2 		$2.78M Buy
29,991
+324
+1% +$29K 0.23% 109
2024
Q1 		$2.82M Sell
29,667
-489
-2% -$45.4K 0.24% 103
2023
Q4 		$2.69M Sell
30,156
-295
-1% -$21.9K 0.25% 98
2023
Q3 		$2.22M Sell
30,451
-416
-1% -$33.2K 0.22% 111
2023
Q2 		$2.57M Buy
30,867
+102
+0.3% +$8.53K 0.25% 98
2023
Q1 		$2.34M Buy
30,765
+25,686
+506% +$2.13M 0.25% 105
2022
Q4 		$422K Sell
5,079
-100
-2% -$8.1K 0.05% 391
2022
Q3 		$411K Buy
5,179
+100
+2% +$8.43K 0.06% 335
2022
Q2 		$377K Buy
5,079
+60
+1% +$4.5K 0.05% 361
2022
Q1 		$451K Buy
+5,019
New +$463K 0.05% 337
2021
Q1 		– Sell
-1,484
Closed -$209K – 369
2020
Q4 		$209K Buy
+1,484
New +$190K 0.06% 309
2020
Q3 		– Sell
-1,991
Closed -$223K – 298
2020
Q2 		$223K Buy
+1,991
New +$196K 0.08% 245

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Nations Financial Group's XBI Position: Q2 2026 in Review

Nations Financial Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 9.3% in Q2 2026, selling an estimated $94.6K and leaving 6,835 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #359.

Nations Financial Group first reported a position in XBI in Q2 2020 and has held it in 20 quarters since. The position peaked at $3M in Q3 2024. 254 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Nations Financial Group held 6,835 shares of State Street SPDR S&P Biotech ETF worth $1.08M as of Q2 2026.
  • Nations Financial Group sold 700 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $94.6K.
  • State Street SPDR S&P Biotech ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #359 holding.
  • Nations Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 20 quarters since.
  • Nations Financial Group's State Street SPDR S&P Biotech ETF position peaked at $3M in Q3 2024.
  • 254 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.