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

Smallwood Wealth Investment 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
Q2 		$21.4K Hold
135
– – 0.01% 270
2026
Q1 		$17.2K Hold
135
– – 0.01% 276
2025
Q4 		$16.5K Hold
135
– – 0.01% 272
2025
Q3 		$13.5K Hold
135
– – 0.01% 295
2025
Q2 		$11.2K Hold
135
– – 0.01% 303
2025
Q1 		$10.9K Buy
+135
New +$12.1K 0.01% 299

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Smallwood Wealth Investment Management's XBI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 135 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #270.

Smallwood Wealth Investment Management first reported a position in XBI in Q1 2025 and has held it in 6 quarters since. 485 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Smallwood Wealth Investment Management held 135 shares of State Street SPDR S&P Biotech ETF worth $21.4K as of Q2 2026.
  • Smallwood Wealth Investment Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Biotech ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #270 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 6 quarters since.
  • 485 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.