Princeton Global Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Princeton Global Asset 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	$256K	Sell	1,616 -15	-0.9%	-$2.03K	0.04%	193
2026 Q1	$208K	Buy	+1,631	New	+$204K	0.03%	198
2024 Q4	–	Sell	-650	Closed	-$64.2K	–	687
2024 Q3	$64.2K	Hold	650	–	–	0.01%	287
2024 Q2	$60.3K	Hold	650	–	–	0.01%	269
2024 Q1	$61.7K	Hold	650	–	–	0.01%	237
2023 Q4	$58K	Hold	650	–	–	0.01%	246
2023 Q3	$47.5K	Sell	650 -500	-43%	-$39.9K	0.01%	258
2023 Q2	$95.7K	Hold	1,150	–	–	0.03%	202
2023 Q1	$87.6K	Hold	1,150	–	–	0.03%	215
2022 Q4	$95K	Hold	1,150	–	–	0.03%	190
2022 Q3	$91K	Hold	1,150	–	–	0.03%	194
2022 Q2	$85K	Hold	1,150	–	–	0.03%	211
2022 Q1	$103K	Hold	1,150	–	–	0.03%	202
2021 Q4	$129K	Buy	+1,150	New	+$139K	0.04%	192

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Princeton Global Asset Management's XBI Position: Q2 2026 in Review

Princeton Global Asset Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.92% in Q2 2026, selling an estimated $2.03K and leaving 1,616 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #193.

Princeton Global Asset Management first reported a position in XBI in Q4 2021 and has held it in 14 quarters since. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Princeton Global Asset Management held 1,616 shares of State Street SPDR S&P Biotech ETF worth $256K as of Q2 2026.
Princeton Global Asset Management sold 15 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.03K.
State Street SPDR S&P Biotech ETF made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #193 holding.
Princeton Global Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 14 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.