Stratos Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Stratos Wealth Advisors’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	$324K	Buy	2,045 +82	+4%	+$11.1K	0.02%	481
2026 Q1	$251K	Buy	+1,963	New	+$245K	0.02%	529
2025 Q4	–	Sell	-2,244	Closed	-$225K	–	716
2025 Q3	$225K	Buy	+2,244	New	+$202K	0.01%	620
2025 Q1	–	Sell	-2,514	Closed	-$226K	–	762
2024 Q4	$226K	Sell	2,514 -160	-6%	-$15.5K	0.01%	645
2024 Q3	$264K	Buy	2,674 +170	+7%	+$16.7K	0.01%	634
2024 Q2	$232K	Sell	2,504 -3,306	-57%	-$296K	0.01%	626
2024 Q1	$551K	Buy	5,810 +3,063	+112%	+$284K	0.03%	438
2023 Q4	$245K	Buy	+2,747	New	+$204K	0.01%	603
2023 Q3	–	Sell	-2,665	Closed	-$222K	–	721
2023 Q2	$222K	Hold	2,665	–	–	0.02%	582
2023 Q1	$203K	Sell	2,665 -16,445	-86%	-$1.36M	0.02%	574
2022 Q4	$1.59M	Buy	+19,110	New	+$1.55M	0.13%	213
2022 Q3	–	Sell	-5,760	Closed	-$428K	–	545
2022 Q2	$428K	Sell	5,760 -11,292	-66%	-$848K	0.04%	387
2022 Q1	$1.53M	Buy	+17,052	New	+$1.57M	0.12%	204
2021 Q3	–	Sell	-1,585	Closed	-$215K	–	580
2021 Q2	$215K	Buy	+1,585	New	+$208K	0.02%	505
2020 Q4	–	Sell	-3,622	Closed	-$404K	–	408
2020 Q3	$404K	Buy	+3,622	New	+$406K	0.1%	212
2020 Q2	–	Sell	-774	Closed	-$60K	–	378
2020 Q1	$60K	Buy	+774	New	+$68.5K	0.04%	184

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

Stratos Wealth Advisors's XBI Position: Q2 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 4.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,045 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #481.

Stratos Wealth Advisors first reported a position in XBI in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.59M in Q4 2022. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Stratos Wealth Advisors held 2,045 shares of State Street SPDR S&P Biotech ETF worth $324K as of Q2 2026.
Stratos Wealth Advisors bought 82 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $11.1K.
State Street SPDR S&P Biotech ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #481 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 16 quarters since.
Stratos Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.59M in Q4 2022.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.