WBH Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

WBH Advisory’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	$267K	Hold	2,080	–	–	0.02%	316
2025 Q4	$254K	Sell	2,080 -141	-6%	-$16.2K	0.02%	312
2025 Q3	$223K	Buy	+2,221	New	+$200K	0.02%	328
2025 Q2	–	Sell	-3,101	Closed	-$251K	–	354
2025 Q1	$251K	Hold	3,101	–	–	0.02%	293
2024 Q4	$279K	Hold	3,101	–	–	0.03%	275
2024 Q3	$306K	Buy	+3,101	New	+$305K	0.03%	262
2021 Q4	–	Sell	-1,913	Closed	-$241K	–	316
2021 Q3	$241K	Buy	1,913 +55	+3%	+$7.08K	0.03%	268
2021 Q2	$231K	Buy	1,858 +56	+3%	+$7.36K	0.03%	251
2021 Q1	$244K	Buy	1,802 +218	+14%	+$32.6K	0.04%	247
2020 Q4	$244K	Buy	+1,584	New	+$203K	0.04%	236

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

WBH Advisory's XBI Position: Q1 2026 in Review

WBH Advisory held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 2,080 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #316.

WBH Advisory first reported a position in XBI in Q4 2020 and has held it in 10 quarters since. The position peaked at $306K in Q3 2024. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

WBH Advisory held 2,080 shares of State Street SPDR S&P Biotech ETF worth $267K as of Q1 2026.
WBH Advisory left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #316 holding.
WBH Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 10 quarters since.
WBH Advisory's State Street SPDR S&P Biotech ETF position peaked at $306K in Q3 2024.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.