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Sowell Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Sowell Financial Services’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 		$1.25M Buy
7,924
+642
+9% +$86.8K 0.04% 406
2026
Q1 		$930K Sell
7,282
-1,057
-13% -$132K 0.03% 460
2025
Q4 		$1.02M Buy
8,339
+484
+6% +$55.5K 0.04% 429
2025
Q3 		$787K Sell
7,855
-599
-7% -$54K 0.03% 495
2025
Q2 		$701K Sell
8,454
-9
-0.1% -$718 0.03% 516
2025
Q1 		$686K Buy
+8,463
New +$756K 0.03% 506
2024
Q4 		– Sell
-12,291
Closed -$1.21M – 619
2024
Q3 		$1.21M Sell
12,291
-3,439
-22% -$338K 0.06% 313
2024
Q2 		$1.46M Sell
15,730
-26
-0.2% -$2.33K 0.07% 281
2024
Q1 		$1.5M Sell
15,756
-1,235
-7% -$115K 0.07% 282
2023
Q4 		$1.52M Sell
16,991
-1,389
-8% -$103K 0.08% 263
2023
Q3 		$1.34M Buy
18,380
+131
+0.7% +$10.5K 0.08% 260
2023
Q2 		$1.52M Buy
18,249
+6,346
+53% +$531K 0.08% 266
2023
Q1 		$907K Sell
11,903
-243
-2% -$20.2K 0.07% 312
2022
Q4 		$1.01M Buy
+12,146
New +$983K 0.07% 314
2022
Q1 		– Sell
-15,318
Closed -$1.72M – 527
2021
Q4 		$1.72M Buy
15,318
+35
+0.2% +$4.22K 0.1% 224
2021
Q3 		$1.92M Sell
15,283
-13,473
-47% -$1.73M 0.13% 183
2021
Q2 		$3.89M Buy
28,756
+988
+4% +$130K 0.26% 108
2021
Q1 		$3.49M Buy
27,768
+11,263
+68% +$1.69M 0.12% 163
2020
Q4 		$2.32M Buy
16,505
+1,333
+9% +$171K 0.1% 186
2020
Q3 		$1.69M Sell
15,172
-8,651
-36% -$970K 0.08% 204
2020
Q2 		$2.67M Buy
23,823
+6,363
+36% +$627K 0.15% 133
2020
Q1 		$1.35M Sell
17,460
-4,970
-22% -$440K 0.1% 203
2019
Q4 		$2.13M Buy
22,430
+7,581
+51% +$656K 0.16% 137
2019
Q3 		$1.13M Buy
+14,849
New +$1.23M 0.09% 227
2019
Q1 		$1.34M Buy
14,759
+762
+5% +$64.8K 0.15% 152
2018
Q4 		$1M Buy
+13,997
New +$1.13M 0.14% 159

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
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

Sowell Financial Services's XBI Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 8.8% in Q2 2026, buying an estimated $86.8K and bringing the position to 7,924 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #406.

Sowell Financial Services first reported a position in XBI in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.89M in Q2 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Sowell Financial Services held 7,924 shares of State Street SPDR S&P Biotech ETF worth $1.25M as of Q2 2026.
  • Sowell Financial Services bought 642 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $86.8K.
  • State Street SPDR S&P Biotech ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #406 holding.
  • Sowell Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 26 quarters since.
  • Sowell Financial Services's State Street SPDR S&P Biotech ETF position peaked at $3.89M in Q2 2021.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.