Quantum Financial Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Quantum Financial Partners’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	$248K	Buy	+1,568	New	+$212K	0.13%	129

Other funds holding XBI

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

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

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

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

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

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

Quantum Financial Partners's XBI Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,568 shares worth $248K. The stake represents 0.13% of the portfolio and ranks #129 among its holdings.

187 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Quantum Financial Partners held 1,568 shares of State Street SPDR S&P Biotech ETF worth $248K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Quantum Financial Partners position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.13% of Quantum Financial Partners's portfolio in Q2 2026, its #129 holding.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.