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 Q2	$378K	Buy	2,386 +19	+0.8%	+$2.57K	0.01%	745
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 $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

Simplicity Wealth's XBI Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.8% in Q2 2026, buying an estimated $2.57K and bringing the position to 2,386 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #745.

Simplicity Wealth first reported a position in XBI in Q1 2025 and has held it in 5 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Simplicity Wealth held 2,386 shares of State Street SPDR S&P Biotech ETF worth $378K as of Q2 2026.
Simplicity Wealth bought 19 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.57K.
State Street SPDR S&P Biotech ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #745 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 5 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.