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 Q2	$14.1M	Sell	89,150 -410	-0.5%	-$55.4K	0.87%	42
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 $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

Strategic Wealth Partners's XBI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.46% in Q2 2026, selling an estimated $55.4K and leaving 89,150 shares worth $14.1M. The position accounts for 0.87% of the portfolio, ranked #42.

Strategic Wealth Partners first reported a position in XBI in Q1 2018 and has held it in 8 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Strategic Wealth Partners held 89,150 shares of State Street SPDR S&P Biotech ETF worth $14.1M as of Q2 2026.
Strategic Wealth Partners sold 410 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $55.4K.
State Street SPDR S&P Biotech ETF made up 0.87% of Strategic Wealth Partners's portfolio in Q2 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 8 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.