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

Wealthcare Advisory Partners’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	$376K	Buy	2,377 +495	+26%	+$66.9K	0.01%	797
2026 Q1	$240K	Buy	1,882 +224	+14%	+$28K	﹤0.01%	957
2025 Q4	$202K	Buy	+1,658	New	+$190K	﹤0.01%	1018
2025 Q1	–	Sell	-4,588	Closed	-$413K	–	957
2024 Q4	$413K	Sell	4,588 -299	-6%	-$29K	0.01%	621
2024 Q3	$483K	Buy	4,887 +1,260	+35%	+$124K	0.01%	577
2024 Q2	$336K	Buy	3,627 +917	+34%	+$82.2K	0.01%	643
2024 Q1	$257K	Buy	+2,710	New	+$251K	0.01%	715
2023 Q3	–	Sell	-4,021	Closed	-$335K	–	748
2023 Q2	$335K	Sell	4,021 -1,185	-23%	-$99.1K	0.02%	536
2023 Q1	$397K	Buy	5,206 +1,325	+34%	+$110K	0.02%	516
2022 Q4	$322K	Sell	3,881 -7,214	-65%	-$584K	0.02%	516
2022 Q3	$880K	Buy	+11,095	New	+$935K	0.05%	255
2022 Q1	–	Sell	-3,385	Closed	-$379K	–	599
2021 Q4	$379K	Buy	+3,385	New	+$408K	0.02%	384
2021 Q3	–	Sell	-2,392	Closed	-$324K	–	587
2021 Q2	$324K	Buy	2,392 +1,622	+211%	+$213K	0.02%	407
2021 Q1	$104K	Buy	+770	New	+$115K	0.01%	658
2020 Q3	–	Sell	-1,973	Closed	-$221K	–	372
2020 Q2	$221K	Buy	1,973 +1,652	+515%	+$163K	0.03%	284
2020 Q1	$25K	Buy	321 +77	+32%	+$6.82K	﹤0.01%	681
2019 Q4	$23K	Buy	+244	New	+$21.1K	﹤0.01%	737
2019 Q2	–	Sell	-275	Closed	-$25K	–	1365
2019 Q1	$25K	Sell	275 -500	-65%	-$42.5K	﹤0.01%	611
2018 Q4	$56K	Hold	775	–	–	0.01%	410
2018 Q3	$74K	Hold	775	–	–	0.01%	389
2018 Q2	$74K	Buy	775 +758	+4,459%	+$69.7K	0.01%	384
2018 Q1	$1K	Buy	+17	New	+$1.55K	﹤0.01%	1041

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wealthcare Advisory Partners's XBI Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 26% in Q2 2026, buying an estimated $66.9K and bringing the position to 2,377 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #797.

Wealthcare Advisory Partners first reported a position in XBI in Q1 2018 and has held it in 22 quarters since. The position peaked at $880K in Q3 2022. 157 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Wealthcare Advisory Partners held 2,377 shares of State Street SPDR S&P Biotech ETF worth $376K as of Q2 2026.
Wealthcare Advisory Partners bought 495 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $66.9K.
State Street SPDR S&P Biotech ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #797 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 22 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P Biotech ETF position peaked at $880K in Q3 2022.
157 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.