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

Simplicity Wealth’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	$302K	Sell	2,367 -192	-8%	-$24K	0.02%	590
2025 Q4	$312K	Sell	2,559 -994	-28%	-$114K	0.02%	544
2025 Q3	$356K	Buy	+3,553	New	+$320K	0.02%	521
2025 Q2	–	Sell	-4,438	Closed	-$360K	–	671
2025 Q1	$360K	Buy	+4,438	New	+$397K	0.03%	394

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

Simplicity Wealth's XBI Position: Q1 2026 in Review

Simplicity Wealth reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 7.5% in Q1 2026, selling an estimated $24K and leaving 2,367 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #590.

Simplicity Wealth first reported a position in XBI in Q1 2025 and has held it in 4 quarters since. The position peaked at $360K in Q1 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Simplicity Wealth held 2,367 shares of State Street SPDR S&P Biotech ETF worth $302K as of Q1 2026.
Simplicity Wealth sold 192 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $24K.
State Street SPDR S&P Biotech ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #590 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 4 quarters since.
Simplicity Wealth's State Street SPDR S&P Biotech ETF position peaked at $360K in Q1 2025.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.