Strategic Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Strategic Wealth Partners’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 Q1	$11.4M	Buy	89,560 +6,397	+8%	+$799K	0.79%	42
2025 Q4	$10.1M	Buy	83,163 +10,142	+14%	+$1.16M	0.69%	45
2025 Q3	$7.32M	Buy	73,021 +72,921	+72,921%	+$6.57M	0.55%	61
2025 Q2	$8.29K	Buy	+100	New	+$7.98K	﹤0.01%	816
2019 Q2	–	Sell	-122	Closed	-$11K	–	832
2019 Q1	$11K	Buy	+122	New	+$10.4K	0.01%	485
2018 Q3	–	Sell	-28	Closed	-$3K	–	705
2018 Q2	$3K	Hold	28	–	–	﹤0.01%	678
2018 Q1	$2K	Buy	+28	New	+$2.56K	﹤0.01%	745

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's XBI Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 7.7% in Q1 2026, buying an estimated $799K and bringing the position to 89,560 shares worth $11.4M. The position accounts for 0.79% of the portfolio, ranked #42.

Strategic Wealth Partners first reported a position in XBI in Q1 2018 and has held it in 7 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Strategic Wealth Partners held 89,560 shares of State Street SPDR S&P Biotech ETF worth $11.4M as of Q1 2026.
Strategic Wealth Partners bought 6,397 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $799K.
State Street SPDR S&P Biotech ETF made up 0.79% of Strategic Wealth Partners's portfolio in Q1 2026, its #42 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 7 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.