QWM
XBI icon

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

Quaker Wealth 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 		$46.1K Hold
291
– – 0.01% 172
2026
Q1 		$37.2K Buy
291
+30
+11% +$3.75K 0.01% 192
2025
Q4 		$31.8K Buy
261
+11
+4% +$1.26K 0.01% 211
2025
Q3 		$25.1K Sell
250
-373
-60% -$33.6K 0.01% 224
2025
Q2 		$51.7K Buy
+623
New +$49.7K 0.02% 159
2024
Q3 		$4.78M Buy
+48,406
New +$4.76M 1.75% 19

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Quaker Wealth Management's XBI Position: Q2 2026 in Review

Quaker Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 291 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #172.

Quaker Wealth Management first reported a position in XBI in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.78M in Q3 2024. 260 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Quaker Wealth Management held 291 shares of State Street SPDR S&P Biotech ETF worth $46.1K as of Q2 2026.
  • Quaker Wealth Management 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 Quaker Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Quaker Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and has held it in 6 quarters since.
  • Quaker Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $4.78M in Q3 2024.
  • 260 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.