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

Sequoia 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	$557K	Buy	3,523 +765	+28%	+$103K	﹤0.01%	1275
2026 Q1	$352K	Sell	2,758 -1,079	-28%	-$135K	﹤0.01%	1468
2025 Q4	$468K	Buy	3,837 +444	+13%	+$50.9K	﹤0.01%	1316
2025 Q3	$340K	Buy	3,393 +101	+3%	+$9.1K	﹤0.01%	1330
2025 Q2	$273K	Buy	3,292 +10	+0.3%	+$798	﹤0.01%	1312
2025 Q1	$266K	Sell	3,282 -470	-13%	-$42K	﹤0.01%	1114
2024 Q4	$338K	Sell	3,752 -250	-6%	-$24.2K	﹤0.01%	974
2024 Q3	$395K	Buy	4,002 +1,711	+75%	+$168K	﹤0.01%	846
2024 Q2	$212K	Sell	2,291 -4,519	-66%	-$405K	﹤0.01%	1077
2024 Q1	$646K	Buy	6,810 +842	+14%	+$78.1K	0.01%	602
2023 Q4	$533K	Buy	+5,968	New	+$443K	0.01%	711
2023 Q3	–	Sell	-2,520	Closed	-$210K	–	1016
2023 Q2	$210K	Buy	+2,520	New	+$211K	﹤0.01%	854
2022 Q2	–	Sell	-2,234	Closed	-$201K	–	693
2022 Q1	$201K	Buy	2,234 +334	+18%	+$30.8K	0.01%	620
2021 Q4	$213K	Buy	+1,900	New	+$229K	0.01%	539
2021 Q3	–	Sell	-1,870	Closed	-$253K	–	468
2021 Q2	$253K	Sell	1,870 -75	-4%	-$9.86K	0.01%	409
2021 Q1	$264K	Sell	1,945 -1,059	-35%	-$159K	0.01%	370
2020 Q4	$423K	Buy	3,004 +1,072	+55%	+$137K	0.02%	275
2020 Q3	$215K	Buy	+1,932	New	+$217K	0.01%	358

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

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

Sequoia Financial Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 28% in Q2 2026, buying an estimated $103K and bringing the position to 3,523 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Sequoia Financial Advisors first reported a position in XBI in Q3 2020 and has held it in 18 quarters since. The position peaked at $646K in Q1 2024. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Sequoia Financial Advisors held 3,523 shares of State Street SPDR S&P Biotech ETF worth $557K as of Q2 2026.
Sequoia Financial Advisors bought 765 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $103K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1275 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 18 quarters since.
Sequoia Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $646K in Q1 2024.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.