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

Richwood 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	$317K	Buy	+2,004	New	+$271K	0.22%	87
2026 Q1	–	Sell	-1,629	Closed	-$204K	–	106
2025 Q4	$204K	Buy	+1,629	New	+$187K	0.15%	105
2022 Q2	–	Sell	-2,259	Closed	-$203K	–	118
2022 Q1	$203K	Sell	2,259 -265	-10%	-$24.5K	0.18%	116
2021 Q4	$283K	Buy	+2,524	New	+$304K	0.25%	89

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

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

Richwood Investment Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 2,004 shares worth $317K. The stake represents 0.22% of the portfolio and ranks #87 among its holdings. This is a return to the name: Richwood Investment Advisors previously reported a position in XBI as recently as Q4 2025.

Richwood Investment Advisors first reported a position in XBI in Q4 2021 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Richwood Investment Advisors held 2,004 shares of State Street SPDR S&P Biotech ETF worth $317K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Richwood Investment Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.22% of Richwood Investment Advisors's portfolio in Q2 2026, its #87 holding.
Richwood Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 4 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.