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

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

Sound Stewardship's XBI Position: Q2 2026 in Review

Sound Stewardship reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.9% in Q2 2026, selling an estimated $6.89K and leaving 1,697 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #62.

Sound Stewardship first reported a position in XBI in Q4 2022 and has held it in 12 quarters since. The position peaked at $363K in Q4 2022. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Sound Stewardship held 1,697 shares of State Street SPDR S&P Biotech ETF worth $269K as of Q2 2026.
Sound Stewardship sold 51 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $6.89K.
State Street SPDR S&P Biotech ETF made up 0.11% of Sound Stewardship's portfolio in Q2 2026, its #62 holding.
Sound Stewardship first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 12 quarters since.
Sound Stewardship's State Street SPDR S&P Biotech ETF position peaked at $363K in Q4 2022.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.