Peterson Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Peterson Wealth Management’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	$175K	Buy	+1,373	New	+$171K	0.1%	44
2021 Q2	–	Sell	-4,813	Closed	-$653K	–	65
2021 Q1	$653K	Sell	4,813 -1,726	-26%	-$258K	0.55%	35
2020 Q4	$921K	Buy	6,539 +818	+14%	+$105K	0.75%	29
2020 Q3	$637K	Buy	5,721 +998	+21%	+$112K	0.56%	32
2020 Q2	$529K	Buy	+4,723	New	+$465K	0.53%	34

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 $235B AUM 32.99% 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

Peterson Wealth Management's XBI Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 1,373 shares worth $175K. The stake represents 0.1% of the portfolio and ranks #44 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in XBI as recently as Q1 2021.

Peterson Wealth Management first reported a position in XBI in Q2 2020 and has held it in 5 quarters since. The position peaked at $921K in Q4 2020. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Peterson Wealth Management held 1,373 shares of State Street SPDR S&P Biotech ETF worth $175K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Peterson Wealth Management position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.1% of Peterson Wealth Management's portfolio in Q1 2026, its #44 holding.
Peterson Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 5 quarters since.
Peterson Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $921K in Q4 2020.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.