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 Q2	$335K	Buy	2,118 +745	+54%	+$101K	0.16%	35
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 $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

Peterson Wealth Management's XBI Position: Q2 2026 in Review

Peterson Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 54% in Q2 2026, buying an estimated $101K and bringing the position to 2,118 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #35.

Peterson Wealth Management first reported a position in XBI in Q2 2020 and has held it in 6 quarters since. The position peaked at $921K in Q4 2020. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Peterson Wealth Management held 2,118 shares of State Street SPDR S&P Biotech ETF worth $335K as of Q2 2026.
Peterson Wealth Management bought 745 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P Biotech ETF made up 0.16% of Peterson Wealth Management's portfolio in Q2 2026, its #35 holding.
Peterson Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 6 quarters since.
Peterson Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $921K in Q4 2020.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.