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

Wealth Advisory Solutions’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	$2.23M	Buy	14,120 +348	+3%	+$47K	0.46%	51
2026 Q1	$1.76M	Sell	13,772 -260	-2%	-$32.5K	0.39%	55
2025 Q4	$1.71M	Buy	14,032 +3,525	+34%	+$404K	0.4%	54
2025 Q3	$1.05M	Buy	10,507 +257	+3%	+$23.1K	0.26%	71
2025 Q2	$850K	Buy	10,250 +549	+6%	+$43.8K	0.22%	76
2025 Q1	$787K	Buy	9,701 +771	+9%	+$68.9K	0.21%	75
2024 Q4	$804K	Sell	8,930 -6	-0.1%	-$581	0.23%	66
2024 Q3	$883K	Buy	8,936 +631	+8%	+$62K	0.24%	64
2024 Q2	$770K	Buy	8,305 +3,044	+58%	+$273K	0.21%	70
2024 Q1	$499K	Buy	+5,261	New	+$488K	0.13%	82

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Advisory Solutions's XBI Position: Q2 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.5% in Q2 2026, buying an estimated $47K and bringing the position to 14,120 shares worth $2.23M. The position accounts for 0.46% of the portfolio, ranked #51.

Wealth Advisory Solutions first reported a position in XBI in Q1 2024 and has held it in 10 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Wealth Advisory Solutions held 14,120 shares of State Street SPDR S&P Biotech ETF worth $2.23M as of Q2 2026.
Wealth Advisory Solutions bought 348 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $47K.
State Street SPDR S&P Biotech ETF made up 0.46% of Wealth Advisory Solutions's portfolio in Q2 2026, its #51 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 10 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.