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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oxford Financial Group's XBI Position: Q1 2026 in Review

Oxford Financial Group held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 25 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Oxford Financial Group first reported a position in XBI in Q2 2021 and has held it in 9 quarters since. The position peaked at $114K in Q2 2021. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Oxford Financial Group held 25 shares of State Street SPDR S&P Biotech ETF worth $3.19K as of Q1 2026.
Oxford Financial Group left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #298 holding.
Oxford Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and has held it in 9 quarters since.
Oxford Financial Group's State Street SPDR S&P Biotech ETF position peaked at $114K in Q2 2021.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.