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

U.S. Capital 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	$498K	Buy	3,899 +1,882	+93%	+$235K	0.01%	675
2025 Q4	$246K	Buy	+2,017	New	+$231K	0.01%	865
2023 Q1	–	Sell	-2,022	Closed	-$168K	–	1543
2022 Q4	$168K	Sell	2,022 -2,797	-58%	-$226K	0.01%	644
2022 Q3	$382K	Buy	+4,819	New	+$406K	0.02%	490
2022 Q2	–	Sell	-2,470	Closed	-$222K	–	741
2022 Q1	$222K	Buy	+2,470	New	+$228K	0.01%	654
2021 Q4	–	Sell	-27,684	Closed	-$3.48M	–	765
2021 Q3	$3.48M	Buy	+27,684	New	+$3.57M	0.15%	152

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

U.S. Capital Wealth Advisors's XBI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 93% in Q1 2026, buying an estimated $235K and bringing the position to 3,899 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #675.

U.S. Capital Wealth Advisors first reported a position in XBI in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.48M in Q3 2021. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

U.S. Capital Wealth Advisors held 3,899 shares of State Street SPDR S&P Biotech ETF worth $498K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,882 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $235K.
State Street SPDR S&P Biotech ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #675 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $3.48M in Q3 2021.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.