Robertson Stephens Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Robertson Stephens Wealth Management’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	$3.41M	Buy	21,541 +52	+0.2%	+$7.03K	0.08%	164
2026 Q1	$2.74M	Buy	21,489 +98	+0.5%	+$12.2K	0.08%	176
2025 Q4	$2.61M	Buy	21,391 +16,673	+353%	+$1.91M	0.07%	185
2025 Q3	$473K	Sell	4,718 -3	-0.1%	-$270	0.01%	367
2025 Q2	$392K	Buy	4,721 +1,261	+36%	+$101K	0.01%	414
2025 Q1	$281K	Sell	3,460 -181	-5%	-$16.2K	0.01%	464
2024 Q4	$328K	Sell	3,641 -20	-0.5%	-$1.94K	0.01%	447
2024 Q3	$362K	Sell	3,661 -309	-8%	-$30.4K	0.01%	494
2024 Q2	$368K	Sell	3,970 -522	-12%	-$46.8K	0.02%	380
2024 Q1	$426K	Buy	4,492 +244	+6%	+$22.6K	0.02%	368
2023 Q4	$379K	Buy	4,248 +23	+0.5%	+$1.71K	0.02%	347
2023 Q3	$309K	Sell	4,225 -1,465	-26%	-$117K	0.02%	369
2023 Q2	$473K	Sell	5,690 -6,015	-51%	-$503K	0.03%	286
2023 Q1	$892K	Sell	11,705 -1,700	-13%	-$141K	0.07%	210
2022 Q4	$1.11M	Buy	13,405 +9,570	+250%	+$775K	0.11%	165
2022 Q3	$304K	Buy	+3,835	New	+$323K	0.03%	279
2022 Q1	–	Sell	-2,000	Closed	-$223K	–	413
2021 Q4	$223K	Hold	2,000	–	–	0.02%	368
2021 Q3	$251K	Hold	2,000	–	–	0.03%	272
2021 Q2	$270K	Hold	2,000	–	–	0.03%	278
2021 Q1	$271K	Hold	2,000	–	–	0.04%	246
2020 Q4	$281K	Hold	2,000	–	–	0.06%	199
2020 Q3	$222K	Hold	2,000	–	–	0.05%	216
2020 Q2	$223K	Buy	+2,000	New	+$197K	0.06%	171

Other funds holding XBI

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AAS

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

WAM

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

RFM

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Robertson Stephens Wealth Management's XBI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.24% in Q2 2026, buying an estimated $7.03K and bringing the position to 21,541 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #164.

Robertson Stephens Wealth Management first reported a position in XBI in Q2 2020 and has held it in 23 quarters since. 393 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Robertson Stephens Wealth Management held 21,541 shares of State Street SPDR S&P Biotech ETF worth $3.41M as of Q2 2026.
Robertson Stephens Wealth Management bought 52 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $7.03K.
State Street SPDR S&P Biotech ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #164 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 23 quarters since.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.