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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's XBI Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 1,868 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in XBI as recently as Q1 2024.

Regal Investment Advisors first reported a position in XBI in Q1 2015 and has held it in 8 quarters since. The position peaked at $439K in Q4 2015. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Regal Investment Advisors held 1,868 shares of State Street SPDR S&P Biotech ETF worth $239K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Regal Investment Advisors position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #585 holding.
Regal Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and has held it in 8 quarters since.
Regal Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $439K in Q4 2015.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.