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

Prestige Wealth Management Group’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	$37.3K	Hold	236	–	–	0.01%	296
2026 Q1	$30.1K	Hold	236	–	–	0.01%	301
2025 Q4	$28.8K	Hold	236	–	–	0.01%	314
2025 Q3	$23.6K	Hold	236	–	–	﹤0.01%	340
2025 Q2	$19.6K	Hold	236	–	–	﹤0.01%	354
2025 Q1	$19.1K	Hold	236	–	–	﹤0.01%	349
2024 Q4	$21.3K	Hold	236	–	–	﹤0.01%	348
2024 Q3	$23.3K	Hold	236	–	–	﹤0.01%	329
2024 Q2	$21.9K	Hold	236	–	–	﹤0.01%	310
2024 Q1	$22.4K	Hold	236	–	–	﹤0.01%	334
2023 Q4	$21.1K	Hold	236	–	–	﹤0.01%	331
2023 Q3	$17.2K	Hold	236	–	–	﹤0.01%	354
2023 Q2	$19.6K	Hold	236	–	–	﹤0.01%	369
2023 Q1	$18K	Hold	236	–	–	﹤0.01%	351
2022 Q4	$19.6K	Hold	236	–	–	0.01%	357
2022 Q3	$19K	Hold	236	–	–	0.01%	330
2022 Q2	$18K	Sell	236 -141	-37%	-$10.6K	﹤0.01%	351
2022 Q1	$34K	Hold	377	–	–	0.01%	276
2021 Q4	$42K	Buy	377 +124	+49%	+$15K	0.01%	281
2021 Q3	$32K	Hold	253	–	–	0.01%	303
2021 Q2	$34K	Hold	253	–	–	0.01%	285
2021 Q1	$34K	Buy	253 +8	+3%	+$1.2K	0.01%	288
2020 Q4	$34K	Buy	245 +9	+4%	+$1.15K	0.01%	288
2020 Q3	$26K	Hold	236	–	–	0.01%	320
2020 Q2	$26K	Hold	236	–	–	0.01%	295
2020 Q1	$18K	Hold	236	–	–	0.01%	301
2019 Q4	$22K	Hold	236	–	–	0.01%	286
2019 Q3	$18K	Hold	236	–	–	0.01%	295
2019 Q2	$21K	Hold	236	–	–	0.01%	269
2019 Q1	$21K	Hold	236	–	–	0.01%	276
2018 Q4	$17K	Buy	+236	New	+$19K	0.01%	344

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

Prestige Wealth Management Group's XBI Position: Q2 2026 in Review

Prestige Wealth Management Group held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 236 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #296.

Prestige Wealth Management Group first reported a position in XBI in Q4 2018 and has held it in 31 quarters since. The position peaked at $42K in Q4 2021. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Prestige Wealth Management Group held 236 shares of State Street SPDR S&P Biotech ETF worth $37.3K as of Q2 2026.
Prestige Wealth Management Group left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #296 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's State Street SPDR S&P Biotech ETF position peaked at $42K in Q4 2021.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.