ORG Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

ORG Wealth Partners’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	–	Sell	-70	Closed	-$8.96K	–	715
2026 Q1	$8.96K	Hold	70	–	–	﹤0.01%	516
2025 Q4	$8.55K	Hold	70	–	–	﹤0.01%	483
2025 Q3	$7.03K	Hold	70	–	–	﹤0.01%	494
2025 Q2	$5.82K	Sell	70 -1,108	-94%	-$88.4K	﹤0.01%	538
2025 Q1	$92.1K	Buy	1,178 +953	+424%	+$85.2K	0.03%	277
2024 Q4	$20.3K	Sell	225 -224	-50%	-$21.7K	0.01%	337
2024 Q3	$44.4K	Buy	+449	New	+$44.1K	0.01%	254

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

ORG Wealth Partners's XBI Position: Q2 2026 in Review

ORG Wealth Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 70 shares — an estimated $8.96K sold.

ORG Wealth Partners first reported a position in XBI in Q3 2024 and held it in 7 quarters. The position peaked at $92.1K in Q1 2025. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

ORG Wealth Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
ORG Wealth Partners sold 70 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $8.96K.
ORG Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 7 quarters.
ORG Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $92.1K in Q1 2025.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.