RWA Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

RWA Wealth Partners’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	$327K	Hold	2,563	–	–	﹤0.01%	523
2025 Q4	$313K	Sell	2,563 -46	-2%	-$5.27K	﹤0.01%	515
2025 Q3	$261K	Hold	2,609	–	–	﹤0.01%	550
2025 Q2	$216K	Sell	2,609 -929	-26%	-$74.1K	﹤0.01%	564
2025 Q1	$287K	Sell	3,538 -15	-0.4%	-$1.34K	﹤0.01%	488
2024 Q4	$320K	Buy	3,553 +1,508	+74%	+$146K	﹤0.01%	478
2024 Q3	$202K	Buy	+2,045	New	+$201K	﹤0.01%	545
2018 Q3	–	Sell	-300	Closed	-$29K	–	705
2018 Q2	$29K	Buy	+300	New	+$27.6K	﹤0.01%	490

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

RWA Wealth Partners's XBI Position: Q1 2026 in Review

RWA Wealth Partners held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 2,563 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

RWA Wealth Partners first reported a position in XBI in Q2 2018 and has held it in 8 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

RWA Wealth Partners held 2,563 shares of State Street SPDR S&P Biotech ETF worth $327K as of Q1 2026.
RWA Wealth Partners left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #523 holding.
RWA Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and has held it in 8 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.