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

Visionary 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	$295K	Buy	2,309 +89	+4%	+$11.1K	0.01%	528
2025 Q4	$271K	Buy	2,220 +178	+9%	+$20.4K	0.01%	519
2025 Q3	$205K	Sell	2,042 -16,914	-89%	-$1.52M	0.01%	576
2025 Q2	$1.57M	Buy	18,956 +7,068	+59%	+$564K	0.08%	222
2025 Q1	$964K	Buy	11,888 +1,920	+19%	+$172K	0.06%	265
2024 Q4	$898K	Buy	9,968 +374	+4%	+$36.2K	0.05%	273
2024 Q3	$948K	Buy	9,594 +3,557	+59%	+$349K	0.06%	259
2024 Q2	$560K	Buy	+6,037	New	+$541K	0.04%	311

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

Visionary Wealth Advisors's XBI Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 4% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,309 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #528.

Visionary Wealth Advisors first reported a position in XBI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q2 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Visionary Wealth Advisors held 2,309 shares of State Street SPDR S&P Biotech ETF worth $295K as of Q1 2026.
Visionary Wealth Advisors bought 89 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $11.1K.
State Street SPDR S&P Biotech ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #528 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.57M in Q2 2025.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.