Spire Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Spire Wealth Management’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	$12.6M	Buy	79,925 +11,372	+17%	+$1.54M	0.38%	61
2026 Q1	$8.76M	Sell	68,553 -6,529	-9%	-$815K	0.3%	69
2025 Q4	$9.15M	Buy	75,082 +62,717	+507%	+$7.19M	0.31%	68
2025 Q3	$1.24M	Sell	12,365 -30	-0.2%	-$2.7K	0.04%	338
2025 Q2	$1.03M	Sell	12,395 -5,114	-29%	-$408K	0.04%	361
2025 Q1	$1.42M	Buy	17,509 +268	+2%	+$24K	0.05%	328
2024 Q4	$1.55M	Buy	17,241 +1,669	+11%	+$162K	0.05%	290
2024 Q3	$1.54M	Buy	15,572 +2,557	+20%	+$251K	0.05%	286
2024 Q2	$1.21M	Sell	13,015 -76	-0.6%	-$6.81K	0.04%	306
2024 Q1	$1.24M	Buy	13,091 +63	+0.5%	+$5.85K	0.02%	335
2023 Q4	$1.13M	Hold	13,028	–	–	0.04%	338
2023 Q3	$951K	Sell	13,028 -155	-1%	-$12.4K	0.04%	339
2023 Q2	$1.1M	Sell	13,183 -130	-1%	-$10.9K	0.04%	334
2023 Q1	$1.01M	Sell	13,313 -562	-4%	-$46.6K	0.04%	339
2022 Q4	$1.15M	Buy	13,875 +314	+2%	+$25.4K	0.06%	219
2022 Q3	$1.08M	Sell	13,561 -443	-3%	-$37.3K	0.07%	207
2022 Q2	$1.04M	Buy	14,004 +387	+3%	+$29.1K	0.04%	324
2022 Q1	$1.22M	Sell	13,617 -380	-3%	-$35.1K	0.03%	351
2021 Q4	$1.57M	Sell	13,997 -254	-2%	-$30.6K	0.03%	348
2021 Q3	$1.79M	Sell	14,251 -32	-0.2%	-$4.12K	0.05%	302
2021 Q2	$1.93M	Sell	14,283 -61,082	-81%	-$8.03M	0.05%	294
2021 Q1	$10.2M	Buy	+75,365	New	+$11.3M	0.27%	104

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

Spire Wealth Management's XBI Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 17% in Q2 2026, buying an estimated $1.54M and bringing the position to 79,925 shares worth $12.6M. The position accounts for 0.38% of the portfolio, ranked #61.

Spire Wealth Management first reported a position in XBI in Q1 2021 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Spire Wealth Management held 79,925 shares of State Street SPDR S&P Biotech ETF worth $12.6M as of Q2 2026.
Spire Wealth Management bought 11,372 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.54M.
State Street SPDR S&P Biotech ETF made up 0.38% of Spire Wealth Management's portfolio in Q2 2026, its #61 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.