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Petra Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Petra Financial Advisors’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 		– Sell
-6,112
Closed -$745K – 155
2025
Q4 		$745K Sell
6,112
-495
-7% -$56.8K 0.44% 60
2025
Q3 		$662K Sell
6,607
-841
-11% -$75.8K 0.39% 72
2025
Q2 		$618K Buy
7,448
+71
+1% +$5.66K 0.39% 67
2025
Q1 		$598K Sell
7,377
-1,163
-14% -$104K 0.49% 46
2024
Q4 		$769K Sell
8,540
-464
-5% -$45K 0.52% 50
2024
Q3 		$890K Buy
9,004
+152
+2% +$14.9K 0.59% 46
2024
Q2 		$821K Sell
8,852
-100
-1% -$8.97K 0.59% 51
2024
Q1 		$849K Sell
8,952
-10
-0.1% -$928 0.62% 47
2023
Q4 		$800K Sell
8,962
-1,679
-16% -$125K 0.67% 44
2023
Q3 		$777K Sell
10,641
-100
-0.9% -$7.99K 0.65% 49
2023
Q2 		$894K Sell
10,741
-82,020
-88% -$6.86M 0.8% 37
2023
Q1 		$3.42M Buy
92,761
+82,361
+792% +$6.83M 3.39% 9
2022
Q4 		$863K Buy
+10,400
New +$842K 0.95% 28

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Petra Financial Advisors's XBI Position: Q1 2026 in Review

Petra Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2026, closing a stake of 6,112 shares — an estimated $745K sold.

Petra Financial Advisors first reported a position in XBI in Q4 2022 and held it in 13 quarters. The position peaked at $3.42M in Q1 2023. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Petra Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 6,112 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $745K.
  • Petra Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and held it in 13 quarters.
  • Petra Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $3.42M in Q1 2023.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.