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 Q3	$234K	Sell	1,483 -214	-13%	-$33.8K	0.1%	72
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

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Sound Stewardship's XBI Position: Q3 2026 in Review

Sound Stewardship reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 13% in Q3 2026, selling an estimated $33.8K and leaving 1,483 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #72.

Sound Stewardship first reported a position in XBI in Q4 2022 and has held it in 13 quarters since. The position peaked at $363K in Q4 2022. 93 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Sound Stewardship held 1,483 shares of State Street SPDR S&P Biotech ETF worth $234K as of Q3 2026.
Sound Stewardship sold 214 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $33.8K.
State Street SPDR S&P Biotech ETF made up 0.1% of Sound Stewardship's portfolio in Q3 2026, its #72 holding.
Sound Stewardship first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 13 quarters since.
Sound Stewardship's State Street SPDR S&P Biotech ETF position peaked at $363K in Q4 2022.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.