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

United Capital 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 		$671K Sell
4,242
-150
-3% -$20.3K ﹤0.01% 980
2026
Q1 		$561K Buy
4,392
+392
+10% +$48.9K ﹤0.01% 1008
2025
Q4 		$488K Buy
4,000
+665
+20% +$76.2K ﹤0.01% 964
2025
Q3 		$334K Buy
+3,335
New +$300K ﹤0.01% 991
2024
Q4 		– Sell
-2,340
Closed -$231K – 1112
2024
Q3 		$231K Sell
2,340
-133
-5% -$13.1K ﹤0.01% 957
2024
Q2 		$229K Buy
2,473
+60
+2% +$5.38K ﹤0.01% 939
2024
Q1 		$229K Buy
2,413
+45
+2% +$4.18K ﹤0.01% 973
2023
Q4 		$211K Sell
2,368
-1,462
-38% -$109K ﹤0.01% 990
2023
Q3 		$280K Sell
3,830
-734
-16% -$58.6K ﹤0.01% 741
2023
Q2 		$380K Sell
4,564
-10,621
-70% -$888K ﹤0.01% 726
2023
Q1 		$1.16M Buy
15,185
+538
+4% +$44.6K 0.01% 543
2022
Q4 		$1.22M Sell
14,647
-1,420
-9% -$115K 0.01% 572
2022
Q3 		$1.27M Sell
16,067
-460
-3% -$38.8K 0.01% 562
2022
Q2 		$1.23M Buy
16,527
+144
+0.9% +$10.8K 0.01% 592
2022
Q1 		$1.47M Buy
16,383
+5,301
+48% +$490K 0.01% 590
2021
Q4 		$1.24M Buy
11,082
+237
+2% +$28.6K 0.01% 634
2021
Q3 		$1.36M Sell
10,845
-4
-0% -$515 0.01% 602
2021
Q2 		$1.47M Buy
10,849
+140
+1% +$18.4K 0.01% 603
2021
Q1 		$1.45M Buy
10,709
+103
+1% +$15.4K 0.01% 576
2020
Q4 		$1.49M Buy
10,606
+608
+6% +$77.9K 0.01% 575
2020
Q3 		$1.11M Buy
9,998
+549
+6% +$61.5K 0.01% 632
2020
Q2 		$1.06M Buy
9,449
+296
+3% +$29.2K 0.01% 649
2020
Q1 		$709K Buy
9,153
+856
+10% +$75.8K 0.01% 708
2019
Q4 		$789K Buy
8,297
+353
+4% +$30.5K 0.01% 860
2019
Q3 		$606K Buy
7,944
+4,541
+133% +$377K ﹤0.01% 891
2019
Q2 		$299K Sell
3,403
-117
-3% -$9.98K ﹤0.01% 1214
2019
Q1 		$319K Buy
3,520
+335
+11% +$28.5K ﹤0.01% 1102
2018
Q4 		$229K Sell
3,185
-349
-10% -$28.1K ﹤0.01% 1158
2018
Q3 		$339K Buy
3,534
+802
+29% +$77.8K ﹤0.01% 1064
2018
Q2 		$260K Buy
2,732
+416
+18% +$38.2K ﹤0.01% 1140
2018
Q1 		$203K Buy
+2,316
New +$211K ﹤0.01% 1232
2017
Q4 		– Sell
-2,306
Closed -$200K – 1364
2017
Q3 		$200K Buy
+2,306
New +$185K ﹤0.01% 1237
2016
Q1 		– Sell
-5,858
Closed -$411K – 1285
2015
Q4 		$411K Sell
5,858
-5,373
-48% -$366K ﹤0.01% 934
2015
Q3 		$699K Sell
11,231
-101,395
-90% -$7.99M 0.01% 798
2015
Q2 		$9.47M Buy
112,626
+98,310
+687% +$7.65M 0.11% 226
2015
Q1 		$985K Buy
+14,316
New +$1M 0.01% 723

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
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

United Capital Financial Advisors's XBI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 4,242 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

United Capital Financial Advisors first reported a position in XBI in Q1 2015 and has held it in 36 quarters since. The position peaked at $9.47M in Q2 2015. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • United Capital Financial Advisors held 4,242 shares of State Street SPDR S&P Biotech ETF worth $671K as of Q2 2026.
  • United Capital Financial Advisors sold 150 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $20.3K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #980 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and has held it in 36 quarters since.
  • United Capital Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $9.47M in Q2 2015.
  • 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

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