Wealthspire Advisors (New York)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Wealthspire Advisors (New York)’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	$408K	Buy	+2,578	New	+$349K	﹤0.01%	878
2026 Q1	–	Sell	-2,996	Closed	-$365K	–	1110
2025 Q4	$365K	Buy	2,996 +2,122	+243%	+$243K	﹤0.01%	720
2025 Q3	$87.6K	Buy	+874	New	+$78.7K	﹤0.01%	1048

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s XBI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 2,578 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in XBI as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in XBI in Q3 2025 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Wealthspire Advisors (New York) held 2,578 shares of State Street SPDR S&P Biotech ETF worth $408K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #878 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Biotech ETF in Q3 2025 and has held it in 3 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.