Pacific Sun Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Pacific Sun Financial’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	$210K	Buy	+1,330	New	+$180K	0.09%	211
2022 Q2	–	Sell	-2,406	Closed	-$216K	–	186
2022 Q1	$216K	Buy	2,406 +36	+2%	+$3.32K	0.12%	183
2021 Q4	$265K	Buy	2,370 +20	+0.9%	+$2.41K	0.14%	160
2021 Q3	$295K	Buy	+2,350	New	+$303K	0.17%	138
2020 Q3	$262K	Buy	2,350 +90	+4%	+$10.1K	0.22%	125
2020 Q2	$253K	Buy	+2,260	New	+$223K	0.23%	120
2020 Q1	–	Sell	-2,200	Closed	-$209K	–	142
2019 Q4	$209K	Buy	+2,200	New	+$190K	0.18%	136
2018 Q2	$201K	Buy	+2,090	New	+$192K	0.21%	124

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

Pacific Sun Financial's XBI Position: Q2 2026 in Review

Pacific Sun Financial opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,330 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #211 among its holdings. This is a return to the name: Pacific Sun Financial previously reported a position in XBI as recently as Q1 2022.

Pacific Sun Financial first reported a position in XBI in Q2 2018 and has held it in 8 quarters since. The position peaked at $295K in Q3 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Pacific Sun Financial held 1,330 shares of State Street SPDR S&P Biotech ETF worth $210K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Pacific Sun Financial position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.09% of Pacific Sun Financial's portfolio in Q2 2026, its #211 holding.
Pacific Sun Financial first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and has held it in 8 quarters since.
Pacific Sun Financial's State Street SPDR S&P Biotech ETF position peaked at $295K in Q3 2021.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.