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

WealthShield 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 Q1	$86.7K	Sell	679 -95	-12%	-$11.9K	0.01%	418
2025 Q4	$94.4K	Hold	774	–	–	0.01%	398
2025 Q3	$77.6K	Hold	774	–	–	0.01%	411
2025 Q2	$64.2K	Sell	774 -900	-54%	-$71.8K	0.01%	415
2025 Q1	$136K	Sell	1,674 -194	-10%	-$17.3K	0.02%	345
2024 Q4	$168K	Sell	1,868 -235	-11%	-$22.8K	0.02%	298
2024 Q3	$208K	Buy	2,103 +78	+4%	+$7.66K	0.03%	291
2024 Q2	$188K	Buy	2,025 +772	+62%	+$69.2K	0.03%	282
2024 Q1	$119K	Sell	1,253 -701	-36%	-$65K	0.02%	307
2023 Q4	$174K	Sell	1,954 -250	-11%	-$18.6K	0.03%	286
2023 Q3	$161K	Hold	2,204	–	–	0.02%	306
2023 Q2	$183K	Hold	2,204	–	–	0.03%	300
2023 Q1	$168K	Sell	2,204 -8,000	-78%	-$664K	0.03%	300
2022 Q4	$847K	Buy	10,204 +116	+1%	+$9.39K	0.16%	152
2022 Q3	$800K	Buy	+10,088	New	+$850K	0.16%	150
2022 Q1	–	Sell	-2,817	Closed	-$315K	–	374
2021 Q4	$315K	Buy	+2,817	New	+$340K	0.05%	227
2021 Q3	–	Sell	-200	Closed	-$27K	–	758
2021 Q2	$27K	Sell	200 -21,876	-99%	-$2.88M	﹤0.01%	609
2021 Q1	$3M	Sell	22,076 -26,269	-54%	-$3.93M	0.54%	55
2020 Q4	$6.81M	Buy	48,345 +42,358	+707%	+$5.43M	1.26%	20
2020 Q3	$667K	Sell	5,987 -870	-13%	-$97.5K	0.23%	97
2020 Q2	$768K	Buy	+6,857	New	+$675K	0.35%	62
2020 Q1	–	Sell	-675	Closed	-$64K	–	305
2019 Q4	$64K	Buy	+675	New	+$58.4K	0.03%	207
2018 Q4	–	Sell	-2,716	Closed	-$260K	–	290
2018 Q3	$260K	Hold	2,716	–	–	0.15%	106
2018 Q2	$259K	Buy	+2,716	New	+$250K	0.16%	100

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

WealthShield Partners's XBI Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 12% in Q1 2026, selling an estimated $11.9K and leaving 679 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #418.

WealthShield Partners first reported a position in XBI in Q2 2018 and has held it in 24 quarters since. The position peaked at $6.81M in Q4 2020. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

WealthShield Partners held 679 shares of State Street SPDR S&P Biotech ETF worth $86.7K as of Q1 2026.
WealthShield Partners sold 95 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $11.9K.
State Street SPDR S&P Biotech ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #418 holding.
WealthShield Partners first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and has held it in 24 quarters since.
WealthShield Partners's State Street SPDR S&P Biotech ETF position peaked at $6.81M in Q4 2020.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.