SouthState Corp’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

SouthState Corp’s Portfolio SBIO Stock Details SBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-140	Closed	-$7.33K	–	1363
2026 Q1	$7.33K	Hold	140	–	–	﹤0.01%	706
2025 Q4	$7.17K	Hold	140	–	–	﹤0.01%	744
2025 Q3	$5.44K	Hold	140	–	–	﹤0.01%	751
2025 Q2	$4.21K	Hold	140	–	–	﹤0.01%	945
2025 Q1	$3.99K	Hold	140	–	–	﹤0.01%	1034
2024 Q4	$4.62K	Buy	+140	New	+$5.28K	﹤0.01%	585

Other funds holding SBIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SouthState Corp's SBIO Position: Q2 2026 in Review

SouthState Corp sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026, closing a stake of 140 shares — an estimated $7.33K sold.

SouthState Corp first reported a position in SBIO in Q4 2024 and held it in 6 quarters. The position peaked at $7.33K in Q1 2026. 65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

SouthState Corp reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2026 after selling out during the quarter.
SouthState Corp sold 140 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $7.33K.
SouthState Corp first reported a position in ALPS Medical Breakthroughs ETF in Q4 2024 and held it in 6 quarters.
SouthState Corp's ALPS Medical Breakthroughs ETF position peaked at $7.33K in Q1 2026.
65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.