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

Oxford 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	–	Sell	-25	Closed	-$3.19K	–	321
2026 Q1	$3.19K	Hold	25	–	–	﹤0.01%	298
2025 Q4	$3.05K	Buy	+25	New	+$2.87K	﹤0.01%	285
2023 Q3	–	Sell	-147	Closed	-$12.2K	–	299
2023 Q2	$12.2K	Buy	+147	New	+$12.3K	﹤0.01%	279
2022 Q4	–	Sell	-3	Closed	–	–	277
2022 Q3	$0	Hold	3	–	–	﹤0.01%	270
2022 Q2	$0	Buy	3 +1	+50%	+$75	﹤0.01%	292
2022 Q1	$0	Sell	2 -775	-100%	-$71.6K	﹤0.01%	291
2021 Q4	$87K	Sell	777 -66	-8%	-$7.96K	0.01%	221
2021 Q3	$106K	Hold	843	–	–	0.01%	193
2021 Q2	$114K	Buy	+843	New	+$111K	0.02%	185

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

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

Oxford Financial Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 25 shares — an estimated $3.19K sold.

Oxford Financial Group first reported a position in XBI in Q2 2021 and held it in 9 quarters. The position peaked at $114K in Q2 2021. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Oxford Financial Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 25 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $3.19K.
Oxford Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and held it in 9 quarters.
Oxford Financial Group's State Street SPDR S&P Biotech ETF position peaked at $114K in Q2 2021.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.