Wealth Enhancement Advisory Services
XBI icon

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

Wealth Enhancement Advisory Services’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 		$10.3M Buy
64,697
+8,622
+15% +$1.17M 0.02% 664
2026
Q1 		$7.23M Sell
56,075
-41,811
-43% -$5.22M 0.01% 721
2025
Q4 		$12M Sell
97,886
-2,194
-2% -$252K 0.02% 636
2025
Q3 		$10.4M Sell
100,080
-906
-0.9% -$81.6K 0.02% 646
2025
Q2 		$8.61M Sell
100,986
-16,442
-14% -$1.31M 0.01% 688
2025
Q1 		$9.52M Sell
117,428
-1,419
-1% -$127K 0.02% 600
2024
Q4 		$10.7M Buy
118,847
+284
+0.2% +$27.5K 0.02% 539
2024
Q3 		$11.7M Buy
118,563
+4,625
+4% +$454K 0.03% 478
2024
Q2 		$10.6M Sell
113,938
-695
-0.6% -$62.3K 0.03% 476
2024
Q1 		$10.9M Buy
114,633
+9,383
+9% +$871K 0.03% 452
2023
Q4 		$9.4M Sell
105,250
-3,026
-3% -$225K 0.03% 449
2023
Q3 		$7.91M Buy
+108,276
New +$8.65M 0.03% 464

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's XBI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 15% in Q2 2026, buying an estimated $1.17M and bringing the position to 64,697 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #664.

Wealth Enhancement Advisory Services first reported a position in XBI in Q3 2023 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 154 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 64,697 shares of State Street SPDR S&P Biotech ETF worth $10.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,622 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.17M.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #664 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Biotech ETF position peaked at $12M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.