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 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 $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

Wealth Advisory Solutions's XBI Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 1.9% in Q1 2026, selling an estimated $32.5K and leaving 13,772 shares worth $1.76M. The position accounts for 0.39% of the portfolio, ranked #55.

Wealth Advisory Solutions first reported a position in XBI in Q1 2024 and has held it in 9 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Wealth Advisory Solutions held 13,772 shares of State Street SPDR S&P Biotech ETF worth $1.76M as of Q1 2026.
Wealth Advisory Solutions sold 260 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $32.5K.
State Street SPDR S&P Biotech ETF made up 0.39% of Wealth Advisory Solutions's portfolio in Q1 2026, its #55 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 9 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.