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 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 $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

Stratos Wealth Advisors's XBI Position: Q1 2026 in Review

Stratos Wealth Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 1,963 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in XBI as recently as Q3 2025.

Stratos Wealth Advisors first reported a position in XBI in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.59M in Q4 2022. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Stratos Wealth Advisors held 1,963 shares of State Street SPDR S&P Biotech ETF worth $251K as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Stratos Wealth Advisors position in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #529 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 15 quarters since.
Stratos Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.59M in Q4 2022.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.