Powell Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Powell Investment 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	$672K	Hold	4,245	–	–	0.21%	64
2026 Q1	$542K	Hold	4,245	–	–	0.19%	74
2025 Q4	$518K	Hold	4,245	–	–	0.18%	80
2025 Q3	$425K	Hold	4,245	–	–	0.15%	88
2025 Q2	$352K	Buy	4,245 +900	+27%	+$71.8K	0.13%	96
2025 Q1	$271K	Buy	3,345 +75	+2%	+$6.7K	0.13%	95
2024 Q4	$294K	Hold	3,270	–	–	0.14%	94
2024 Q3	$323K	Hold	3,270	–	–	0.15%	85
2024 Q2	$303K	Hold	3,270	–	–	0.16%	85
2024 Q1	$310K	Hold	3,270	–	–	0.16%	80
2023 Q4	$292K	Hold	3,270	–	–	0.16%	80
2023 Q3	$239K	Buy	3,270 +3,025	+1,235%	+$242K	0.14%	95
2023 Q2	$20.4K	Hold	245	–	–	0.01%	128
2023 Q1	$18.7K	Hold	245	–	–	0.01%	128
2022 Q4	$20.3K	Hold	245	–	–	0.01%	122
2022 Q3	$19K	Sell	245 -505	-67%	-$42.6K	0.01%	124
2022 Q2	$56K	Buy	+750	New	+$56.3K	0.03%	127

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Powell Investment Advisors's XBI Position: Q2 2026 in Review

Powell Investment Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 4,245 shares worth $672K. The position accounts for 0.21% of the portfolio, ranked #64.

Powell Investment Advisors first reported a position in XBI in Q2 2022 and has held it in 17 quarters since. 551 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Powell Investment Advisors held 4,245 shares of State Street SPDR S&P Biotech ETF worth $672K as of Q2 2026.
Powell Investment Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.21% of Powell Investment Advisors's portfolio in Q2 2026, its #64 holding.
Powell Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and has held it in 17 quarters since.
551 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.