Transamerica Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Transamerica Financial 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	$2.23M	Buy	14,095 +5,095	+57%	+$689K	0.19%	123
2026 Q1	$1.15M	Sell	9,000 -1,854	-17%	-$231K	0.1%	194
2025 Q4	$1.32M	Buy	10,854 +5,055	+87%	+$580K	0.11%	169
2025 Q3	$581K	Buy	5,799 +153	+3%	+$13.8K	0.05%	227
2025 Q2	$468K	Sell	5,646 -86	-2%	-$6.86K	0.04%	191
2025 Q1	$465K	Buy	5,732 +267	+5%	+$23.9K	0.05%	191
2024 Q4	$493K	Sell	5,465 -1,532	-22%	-$148K	0.05%	190
2024 Q3	$692K	Sell	6,997 -973	-12%	-$95.6K	0.07%	179
2024 Q2	$739K	Hold	7,970	–	–	0.08%	157
2024 Q1	$757K	Sell	7,970 -1,652	-17%	-$153K	0.08%	174
2023 Q4	$860K	Sell	9,622 -5,715	-37%	-$424K	0.12%	129
2023 Q3	$1.12M	Buy	15,337 +1,402	+10%	+$112K	0.15%	113
2023 Q2	$1.16M	Buy	13,935 +5,333	+62%	+$446K	0.15%	120
2023 Q1	$656K	Buy	8,602 +385	+5%	+$31.9K	0.09%	155
2022 Q4	$682K	Buy	+8,217	New	+$665K	0.1%	153
2016 Q2	–	Sell	-244	Closed	-$13K	–	708
2016 Q1	$13K	Buy	244 +19	+8%	+$987	﹤0.01%	522
2015 Q4	$16K	Hold	225	–	–	﹤0.01%	551
2015 Q3	$15K	Buy	+225	New	+$17.7K	﹤0.01%	535

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

Transamerica Financial Advisors's XBI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 57% in Q2 2026, buying an estimated $689K and bringing the position to 14,095 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #123.

Transamerica Financial Advisors first reported a position in XBI in Q3 2015 and has held it in 18 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Transamerica Financial Advisors held 14,095 shares of State Street SPDR S&P Biotech ETF worth $2.23M as of Q2 2026.
Transamerica Financial Advisors bought 5,095 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $689K.
State Street SPDR S&P Biotech ETF made up 0.19% of Transamerica Financial Advisors's portfolio in Q2 2026, its #123 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2015 and has held it in 18 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.