Resurgent Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Resurgent Financial 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	$1.36M	Buy	8,573 +1,818	+27%	+$246K	0.38%	61
2026 Q1	$863K	Buy	6,755 +4,853	+255%	+$606K	0.31%	77
2025 Q4	$232K	Sell	1,902 -3,905	-67%	-$448K	0.12%	195
2025 Q3	$582K	Sell	5,807 -1,103	-16%	-$99.3K	0.29%	105
2025 Q2	$573K	Buy	6,910 +2,163	+46%	+$173K	0.31%	94
2025 Q1	$385K	Buy	4,747 +2,152	+83%	+$192K	0.23%	121
2024 Q4	$234K	Sell	2,595 -2,322	-47%	-$225K	0.14%	160
2024 Q3	$486K	Sell	4,917 -343	-7%	-$33.7K	0.28%	105
2024 Q2	$488K	Buy	5,260 +628	+14%	+$56.3K	0.3%	103
2024 Q1	$439K	Buy	4,632 +1,483	+47%	+$138K	0.23%	116
2023 Q4	$281K	Sell	3,149 -3,037	-49%	-$226K	0.17%	136
2023 Q3	$452K	Sell	6,186 -415	-6%	-$33.1K	0.31%	86
2023 Q2	$549K	Sell	6,601 -157	-2%	-$13.1K	0.36%	73
2023 Q1	$515K	Buy	6,758 +1,400	+26%	+$116K	0.34%	74
2022 Q4	$445K	Sell	5,358 -146	-3%	-$11.8K	0.23%	100
2022 Q3	$436K	Buy	5,504 +2,274	+70%	+$192K	0.29%	98
2022 Q2	$240K	Buy	+3,230	New	+$242K	0.15%	156

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

Resurgent Financial Advisors's XBI Position: Q2 2026 in Review

Resurgent Financial Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 27% in Q2 2026, buying an estimated $246K and bringing the position to 8,573 shares worth $1.36M. The position accounts for 0.38% of the portfolio, ranked #61.

Resurgent Financial Advisors first reported a position in XBI in Q2 2022 and has held it in 17 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Resurgent Financial Advisors held 8,573 shares of State Street SPDR S&P Biotech ETF worth $1.36M as of Q2 2026.
Resurgent Financial Advisors bought 1,818 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $246K.
State Street SPDR S&P Biotech ETF made up 0.38% of Resurgent Financial Advisors's portfolio in Q2 2026, its #61 holding.
Resurgent Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and has held it in 17 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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