Regal Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Regal Investment Advisors’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	$353K	Buy	2,233 +365	+20%	+$49.3K	0.02%	528
2026 Q1	$239K	Buy	+1,868	New	+$233K	0.01%	585
2024 Q2	–	Sell	-2,397	Closed	-$227K	–	611
2024 Q1	$227K	Buy	+2,397	New	+$222K	0.02%	523
2021 Q1	–	Sell	-2,250	Closed	-$317K	–	443
2020 Q4	$317K	Buy	+2,250	New	+$288K	0.04%	350
2020 Q3	–	Sell	-2,205	Closed	-$247K	–	310
2020 Q2	$247K	Buy	+2,205	New	+$217K	0.05%	269
2016 Q1	–	Sell	-6,265	Closed	-$439K	–	287
2015 Q4	$439K	Buy	6,265 +2,321	+59%	+$158K	0.11%	162
2015 Q3	$245K	Buy	3,944 +860	+28%	+$67.8K	0.06%	210
2015 Q2	$259K	Buy	3,084 +3,009	+4,012%	+$234K	0.07%	212
2015 Q1	$6K	Buy	+75	New	+$5.24K	﹤0.01%	789

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

Regal Investment Advisors's XBI Position: Q2 2026 in Review

Regal Investment Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 20% in Q2 2026, buying an estimated $49.3K and bringing the position to 2,233 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #528.

Regal Investment Advisors first reported a position in XBI in Q1 2015 and has held it in 9 quarters since. The position peaked at $439K in Q4 2015. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Regal Investment Advisors held 2,233 shares of State Street SPDR S&P Biotech ETF worth $353K as of Q2 2026.
Regal Investment Advisors bought 365 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $49.3K.
State Street SPDR S&P Biotech ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #528 holding.
Regal Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and has held it in 9 quarters since.
Regal Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $439K in Q4 2015.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.