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

Valeo 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
2025
Q1 		– Sell
-3,400
Closed -$22K – 784
2024
Q4 		$22K Buy
+3,400
New +$329K ﹤0.01% 732

Other funds holding XBI

PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Valeo Financial Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 141% in Q2 2026, buying an estimated $515K and bringing the position to 6,499 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #303.

Valeo Financial Advisors first reported a position in XBI in Q4 2017 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Valeo Financial Advisors held 6,499 shares of State Street SPDR S&P Biotech ETF worth $1.03M as of Q2 2026.
  • Valeo Financial Advisors bought 3,806 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $515K.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #303 holding.
  • Valeo Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.