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

SOA Wealth Advisors’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	$85.9K	Sell	543 -95,973	-99%	-$13M	0.01%	302
2026 Q1	$165K	Buy	96,516 +300	+0.3%	+$37.5K	0.03%	217
2025 Q4	$126K	Hold	96,216	–	–	0.02%	257
2025 Q3	$120K	Hold	96,216	–	–	0.02%	271
2025 Q2	$116K	Sell	96,216 -10,355	-10%	-$826K	0.02%	262
2025 Q1	$126K	Buy	106,571 +106,319	+42,190%	+$9.5M	0.03%	237
2024 Q4	$22.7K	Sell	252 -80	-24%	-$7.75K	﹤0.01%	436
2024 Q3	$32.8K	Hold	332	–	–	0.01%	379
2024 Q2	$30.8K	Sell	332 -265	-44%	-$23.8K	0.01%	377
2024 Q1	$56.7K	Buy	597 +265	+80%	+$24.6K	0.01%	292
2023 Q4	$29.6K	Hold	332	–	–	0.01%	362
2023 Q3	$24.2K	Hold	332	–	–	0.01%	388
2023 Q2	$27.6K	Hold	332	–	–	0.01%	374
2023 Q1	$25.3K	Hold	332	–	–	0.01%	381
2022 Q4	$27.6K	Hold	332	–	–	0.01%	356
2022 Q3	$26K	Hold	332	–	–	0.01%	348
2022 Q2	$24K	Hold	332	–	–	0.01%	354
2022 Q1	$29K	Hold	332	–	–	0.01%	393
2021 Q4	$37K	Sell	332 -653	-66%	-$78.8K	0.01%	347
2021 Q3	$123K	Hold	985	–	–	0.03%	199
2021 Q2	$133K	Buy	985 +25	+3%	+$3.29K	0.03%	193
2021 Q1	$130K	Buy	960 +118	+14%	+$17.7K	0.04%	176
2020 Q4	$141K	Buy	+842	New	+$108K	0.04%	161

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

SOA Wealth Advisors's XBI Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 99% in Q2 2026, selling an estimated $13M and leaving 543 shares worth $85.9K. The position accounts for 0.01% of the portfolio, ranked #302.

SOA Wealth Advisors first reported a position in XBI in Q4 2020 and has held it in 23 quarters since. The position peaked at $165K in Q1 2026. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

SOA Wealth Advisors held 543 shares of State Street SPDR S&P Biotech ETF worth $85.9K as of Q2 2026.
SOA Wealth Advisors sold 95,973 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $13M.
State Street SPDR S&P Biotech ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #302 holding.
SOA Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $165K in Q1 2026.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.