Sound Stewardship’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sound Stewardship’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	$269K	Sell	1,697 -51	-3%	-$6.89K	0.11%	62
2026 Q1	$223K	Hold	1,748	–	–	0.1%	60
2025 Q4	$213K	Buy	+1,748	New	+$200K	0.1%	61
2025 Q1	–	Sell	-2,398	Closed	-$216K	–	64
2024 Q4	$216K	Hold	2,398	–	–	0.13%	58
2024 Q3	$237K	Hold	2,398	–	–	0.13%	54
2024 Q2	$222K	Buy	2,398 +21	+0.9%	+$1.88K	0.14%	55
2024 Q1	$226K	Sell	2,377 -228	-9%	-$21.2K	0.14%	58
2023 Q4	$233K	Sell	2,605 -1,188	-31%	-$88.2K	0.15%	61
2023 Q3	$277K	Sell	3,793 -436	-10%	-$34.8K	0.19%	58
2023 Q2	$352K	Hold	4,229	–	–	0.23%	50
2023 Q1	$322K	Sell	4,229 -149	-3%	-$12.4K	0.22%	51
2022 Q4	$363K	Buy	+4,378	New	+$354K	0.27%	48

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return