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Sharper & Granite’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sharper & Granite’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 		$992K Sell
6,266
-523
-8% -$70.7K 0.31% 68
2026
Q1 		$867K Sell
6,789
-1,877
-22% -$234K 0.3% 68
2025
Q4 		$1.06M Buy
8,666
+31
+0.4% +$3.55K 0.37% 64
2025
Q3 		$865K Sell
8,635
-4,013
-32% -$361K 0.31% 64
2025
Q2 		$1.07M Sell
12,648
-1,235
-9% -$98.5K 0.41% 65
2025
Q1 		$1.13M Buy
13,883
+1,830
+15% +$164K 0.47% 58
2024
Q4 		$1.09M Buy
12,053
+380
+3% +$36.8K 0.48% 59
2024
Q3 		$1.15M Sell
11,673
-350
-3% -$34.4K 0.51% 56
2024
Q2 		$1.11M Buy
12,023
+110
+0.9% +$9.86K 0.53% 56
2024
Q1 		$1.07M Sell
11,913
-107
-0.9% -$9.93K 0.52% 56
2023
Q4 		$1.07M Buy
12,020
+565
+5% +$42K 0.56% 54
2023
Q3 		$836K Buy
11,455
+660
+6% +$52.7K 0.49% 62
2023
Q2 		$898K Buy
10,795
+810
+8% +$67.7K 0.52% 58
2023
Q1 		$761K Buy
9,985
+595
+6% +$49.4K 0.46% 63
2022
Q4 		$779K Buy
+9,390
New +$760K 0.52% 57

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Sharper & Granite's XBI Position: Q2 2026 in Review

Sharper & Granite reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 7.7% in Q2 2026, selling an estimated $70.7K and leaving 6,266 shares worth $992K. The position accounts for 0.31% of the portfolio, ranked #68.

Sharper & Granite first reported a position in XBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q3 2024. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Sharper & Granite held 6,266 shares of State Street SPDR S&P Biotech ETF worth $992K as of Q2 2026.
  • Sharper & Granite sold 523 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $70.7K.
  • State Street SPDR S&P Biotech ETF made up 0.31% of Sharper & Granite's portfolio in Q2 2026, its #68 holding.
  • Sharper & Granite first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's State Street SPDR S&P Biotech ETF position peaked at $1.15M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.