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

SHP 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 Q1	$639	Sell	5 -250	-98%	-$31.2K	﹤0.01%	1573
2025 Q4	$31.1K	Buy	+255	New	+$29.2K	﹤0.01%	589

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 $303B AUM 53.02% 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

SHP Wealth Management's XBI Position: Q1 2026 in Review

SHP Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 98% in Q1 2026, selling an estimated $31.2K and leaving 5 shares worth $639. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

SHP Wealth Management first reported a position in XBI in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.1K in Q4 2025. 815 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

SHP Wealth Management held 5 shares of State Street SPDR S&P Biotech ETF worth $639 as of Q1 2026.
SHP Wealth Management sold 250 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $31.2K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1573 holding.
SHP Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $31.1K in Q4 2025.
815 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.