Parkside Investments’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Parkside Investments’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	$13.6M	Sell	85,723 -4,854	-5%	-$656K	1.5%	18
2026 Q1	$11.6M	Buy	90,577 +6,330	+8%	+$790K	1.41%	21
2025 Q4	$10.3M	Sell	84,247 -8,924	-10%	-$1.02M	1.29%	24
2025 Q3	$9.34M	Sell	93,171 -10,820	-10%	-$975K	1.17%	25
2025 Q2	$8.62M	Sell	103,991 -16,566	-14%	-$1.32M	1.17%	27
2025 Q1	$9.78M	Sell	120,557 -2,950	-2%	-$264K	1.44%	22
2024 Q4	$11.1M	Buy	123,507 +2,050	+2%	+$199K	1.67%	18
2024 Q3	$12M	Buy	121,457 +3,040	+3%	+$299K	1.81%	15
2024 Q2	$11M	Buy	118,417 +24,665	+26%	+$2.21M	1.73%	15
2024 Q1	$8.9M	Buy	93,752 +9,395	+11%	+$872K	1.41%	29
2023 Q4	$7.53M	Sell	84,357 -2,000	-2%	-$149K	1.27%	35
2023 Q3	$6.31M	Sell	86,357 -163	-0.2%	-$13K	1.16%	39
2023 Q2	$7.2M	Sell	86,520 -3,075	-3%	-$257K	1.34%	34
2023 Q1	$6.83M	Buy	89,595 +1,600	+2%	+$133K	1.29%	36
2022 Q4	$7.3M	Buy	87,995 +1,200	+1%	+$97.2K	1.46%	30
2022 Q3	$6.88M	Buy	86,795 +4,340	+5%	+$366K	1.48%	32
2022 Q2	$6.12M	Buy	82,455 +545	+0.7%	+$40.9K	1.29%	35
2022 Q1	$7.36M	Buy	81,910 +28,575	+54%	+$2.64M	1.44%	25
2021 Q4	$5.97M	Buy	+53,335	New	+$6.43M	1.15%	33
2021 Q1	–	Sell	-40,785	Closed	-$5.74M	–	93
2020 Q4	$5.74M	Sell	40,785 -6,725	-14%	-$861K	1.27%	27
2020 Q3	$5.29M	Sell	47,510 -7,395	-13%	-$829K	1.39%	22
2020 Q2	$6.15M	Sell	54,905 -12,290	-18%	-$1.21M	1.63%	12
2020 Q1	$5.2M	Sell	67,195 -2,390	-3%	-$212K	1.72%	12
2019 Q4	$6.62M	Buy	69,585 +5,700	+9%	+$493K	1.61%	15
2019 Q3	$4.87M	Buy	63,885 +1,675	+3%	+$139K	1.3%	24
2019 Q2	$5.46M	Buy	62,210 +47,195	+314%	+$4.03M	1.42%	22
2019 Q1	$1.36M	Buy	15,015 +4,015	+37%	+$342K	0.37%	70
2018 Q4	$789K	Buy	+11,000	New	+$886K	0.34%	74

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parkside Investments's XBI Position: Q2 2026 in Review

Parkside Investments reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 5.4% in Q2 2026, selling an estimated $656K and leaving 85,723 shares worth $13.6M. The position accounts for 1.5% of the portfolio, ranked #18.

Parkside Investments first reported a position in XBI in Q4 2018 and has held it in 28 quarters since. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Parkside Investments held 85,723 shares of State Street SPDR S&P Biotech ETF worth $13.6M as of Q2 2026.
Parkside Investments sold 4,854 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $656K.
State Street SPDR S&P Biotech ETF made up 1.5% of Parkside Investments's portfolio in Q2 2026, its #18 holding.
Parkside Investments first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 28 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.