Pinnacle Family Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Pinnacle Family 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 Q2	$364K	Buy	+2,300	New	+$311K	0.15%	105
2024 Q3	–	Sell	-4,780	Closed	-$443K	–	130
2024 Q2	$443K	Sell	4,780 -2,280	-32%	-$204K	0.24%	62
2024 Q1	$670K	Buy	+7,060	New	+$655K	0.36%	45

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

Pinnacle Family Advisors's XBI Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 2,300 shares worth $364K. The stake represents 0.15% of the portfolio and ranks #105 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in XBI as recently as Q2 2024.

Pinnacle Family Advisors first reported a position in XBI in Q1 2024 and has held it in 3 quarters since. The position peaked at $670K in Q1 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Pinnacle Family Advisors held 2,300 shares of State Street SPDR S&P Biotech ETF worth $364K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Pinnacle Family Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.15% of Pinnacle Family Advisors's portfolio in Q2 2026, its #105 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 3 quarters since.
Pinnacle Family Advisors's State Street SPDR S&P Biotech ETF position peaked at $670K in Q1 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.