Tempus Wealth Planning’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Tempus Wealth Planning’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	$232K	Buy	+1,464	New	+$198K	0.05%	259
2026 Q1	–	Sell	-2,237	Closed	-$273K	–	294
2025 Q4	$273K	Sell	2,237 -86	-4%	-$9.86K	0.06%	237
2025 Q3	$233K	Buy	+2,323	New	+$209K	0.05%	256
2025 Q1	–	Sell	-3,080	Closed	-$277K	–	271
2024 Q4	$277K	Buy	3,080 +236	+8%	+$22.9K	0.08%	201
2024 Q3	$281K	Buy	2,844 +17	+0.6%	+$1.67K	0.1%	176
2024 Q2	$262K	Sell	2,827 -100	-3%	-$8.97K	0.11%	168
2024 Q1	$278K	Sell	2,927 -1,725	-37%	-$160K	0.12%	161
2023 Q4	$415K	Buy	4,652 +413	+10%	+$30.7K	0.18%	117
2023 Q3	$310K	Buy	4,239 +51	+1%	+$4.07K	0.16%	120
2023 Q2	$348K	Buy	4,188 +57	+1%	+$4.77K	0.16%	131
2023 Q1	$315K	Buy	4,131 +301	+8%	+$25K	0.15%	124
2022 Q4	$318K	Sell	3,830 -762	-17%	-$61.7K	0.19%	122
2022 Q3	$364K	Sell	4,592 -304	-6%	-$25.6K	0.24%	112
2022 Q2	$364K	Buy	4,896 +1,681	+52%	+$126K	0.3%	88
2022 Q1	$289K	Sell	3,215 -348	-10%	-$32.1K	0.21%	111
2021 Q4	$399K	Buy	3,563 +177	+5%	+$21.3K	0.22%	109
2021 Q3	$426K	Buy	3,386 +224	+7%	+$28.8K	0.24%	105
2021 Q2	$428K	Buy	3,162 +849	+37%	+$112K	0.28%	98
2021 Q1	$314K	Buy	2,313 +586	+34%	+$87.7K	0.33%	80
2020 Q4	$243K	Buy	+1,727	New	+$221K	0.31%	62

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

Tempus Wealth Planning's XBI Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,464 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in XBI as recently as Q4 2025.

Tempus Wealth Planning first reported a position in XBI in Q4 2020 and has held it in 20 quarters since. The position peaked at $428K in Q2 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Tempus Wealth Planning held 1,464 shares of State Street SPDR S&P Biotech ETF worth $232K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Tempus Wealth Planning position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #259 holding.
Tempus Wealth Planning first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 20 quarters since.
Tempus Wealth Planning's State Street SPDR S&P Biotech ETF position peaked at $428K in Q2 2021.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.