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

OneDigital Investment 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	$257K	Buy	+1,621	New	+$219K	﹤0.01%	1379
2025 Q4	–	Sell	-2,048	Closed	-$205K	–	1599
2025 Q3	$205K	Buy	+2,048	New	+$184K	﹤0.01%	1410
2023 Q3	–	Sell	-2,460	Closed	-$205K	–	1040
2023 Q2	$205K	Sell	2,460 -9,912	-80%	-$829K	﹤0.01%	959
2023 Q1	$943K	Buy	12,372 +9,021	+269%	+$749K	0.02%	402
2022 Q4	$278K	Buy	3,351 +390	+13%	+$31.6K	0.01%	692
2022 Q3	$235K	Buy	+2,961	New	+$250K	0.01%	665
2022 Q1	–	Sell	-1,993	Closed	-$223K	–	851
2021 Q4	$223K	Buy	1,993 +297	+18%	+$35.8K	0.01%	698
2021 Q3	$213K	Sell	1,696 -2,924	-63%	-$377K	0.01%	673
2021 Q2	$626K	Sell	4,620 -696	-13%	-$91.5K	0.03%	355
2021 Q1	$721K	Buy	5,316 +1,208	+29%	+$181K	0.03%	307
2020 Q4	$578K	Buy	4,108 +671	+20%	+$85.9K	0.03%	328
2020 Q3	$383K	Sell	3,437 -13	-0.4%	-$1.46K	0.03%	363
2020 Q2	$386K	Sell	3,450 -234	-6%	-$23K	0.03%	371
2020 Q1	$285K	Buy	3,684 +482	+15%	+$42.7K	0.03%	389
2019 Q4	$305K	Sell	3,202 -434	-12%	-$37.5K	0.02%	416
2019 Q3	$277K	Buy	+3,636	New	+$302K	0.02%	405

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OneDigital Investment Advisors's XBI Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,621 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in XBI as recently as Q3 2025.

OneDigital Investment Advisors first reported a position in XBI in Q3 2019 and has held it in 16 quarters since. The position peaked at $943K in Q1 2023. 692 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

OneDigital Investment Advisors held 1,621 shares of State Street SPDR S&P Biotech ETF worth $257K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new OneDigital Investment Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1379 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2019 and has held it in 16 quarters since.
OneDigital Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $943K in Q1 2023.
692 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.