Wealth Advisory Solutions
XBI icon

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
Q3 		$2.29M Buy
14,548
+428
+3% +$67.6K 0.47% 49
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

PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Advisory Solutions's XBI Position: Q3 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3% in Q3 2026, buying an estimated $67.6K and bringing the position to 14,548 shares worth $2.29M. The position accounts for 0.47% of the portfolio, ranked #49.

Wealth Advisory Solutions first reported a position in XBI in Q1 2024 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Wealth Advisory Solutions held 14,548 shares of State Street SPDR S&P Biotech ETF worth $2.29M as of Q3 2026.
  • Wealth Advisory Solutions bought 428 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $67.6K.
  • State Street SPDR S&P Biotech ETF made up 0.47% of Wealth Advisory Solutions's portfolio in Q3 2026, its #49 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 11 quarters since.
  • 217 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.