Prospera Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Prospera Financial Services’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	$1.86M	Sell	11,767 -3,370	-22%	-$456K	0.03%	538
2026 Q1	$1.93M	Buy	15,137 +3,260	+27%	+$407K	0.03%	511
2025 Q4	$1.45M	Sell	11,877 -4,087	-26%	-$469K	0.02%	569
2025 Q3	$1.6M	Buy	15,964 +8,109	+103%	+$730K	0.03%	535
2025 Q2	$651K	Buy	7,855 +2,510	+47%	+$200K	0.01%	815
2025 Q1	$434K	Buy	5,345 +2,021	+61%	+$181K	0.01%	836
2024 Q4	$299K	Buy	3,324 +100	+3%	+$9.69K	0.01%	933
2024 Q3	$319K	Sell	3,224 -1,677	-34%	-$165K	0.01%	900
2024 Q2	$454K	Sell	4,901 -9,727	-66%	-$872K	0.01%	741
2024 Q1	$1.39M	Sell	14,628 -40,423	-73%	-$3.75M	0.04%	415
2023 Q4	$4.92M	Buy	55,051 +257	+0.5%	+$19.1K	0.16%	142
2023 Q3	$4M	Sell	54,794 -3,721	-6%	-$297K	0.15%	148
2023 Q2	$4.87M	Sell	58,515 -38,878	-40%	-$3.25M	0.19%	127
2023 Q1	$7.42M	Sell	97,393 -88,629	-48%	-$7.35M	0.31%	72
2022 Q4	$15.4M	Buy	186,022 +10,473	+6%	+$848K	0.77%	19
2022 Q3	$13.9M	Buy	175,549 +148,625	+552%	+$12.5M	0.73%	19
2022 Q2	$2M	Buy	26,924 +22,012	+448%	+$1.65M	0.1%	243
2022 Q1	$442K	Buy	4,912 +1,044	+27%	+$96.4K	0.02%	630
2021 Q4	$434K	Buy	3,868 +400	+12%	+$48.2K	0.02%	611
2021 Q3	$436K	Sell	3,468 -90	-3%	-$11.6K	0.02%	569
2021 Q2	$482K	Hold	3,558	–	–	0.02%	545
2021 Q1	$483K	Buy	3,558 +258	+8%	+$38.6K	0.03%	496
2020 Q4	$464K	Buy	3,300 +788	+31%	+$101K	0.03%	435
2020 Q3	$280K	Sell	2,512 -824	-25%	-$92.4K	0.11%	169
2020 Q2	$373K	Buy	3,336 +209	+7%	+$20.6K	0.03%	403
2020 Q1	$242K	Hold	3,127	–	–	0.03%	441
2019 Q4	$297K	Buy	+3,127	New	+$270K	0.02%	485
2017 Q4	–	Sell	-6,585	Closed	-$580K	–	451
2017 Q3	$580K	Sell	6,585 -625	-9%	-$50.1K	0.09%	213
2017 Q2	$562K	Buy	+7,210	New	+$511K	0.09%	199
2017 Q1	–	Sell	-11,495	Closed	-$716K	–	423
2016 Q4	$716K	Buy	+11,495	New	+$710K	0.14%	132

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

Prospera Financial Services's XBI Position: Q2 2026 in Review

Prospera Financial Services reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 22% in Q2 2026, selling an estimated $456K and leaving 11,767 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #538.

Prospera Financial Services first reported a position in XBI in Q4 2016 and has held it in 30 quarters since. The position peaked at $15.4M in Q4 2022. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Prospera Financial Services held 11,767 shares of State Street SPDR S&P Biotech ETF worth $1.86M as of Q2 2026.
Prospera Financial Services sold 3,370 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $456K.
State Street SPDR S&P Biotech ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #538 holding.
Prospera Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and has held it in 30 quarters since.
Prospera Financial Services's State Street SPDR S&P Biotech ETF position peaked at $15.4M in Q4 2022.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.