Wedmont Private Capital’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Wedmont Private Capital’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	$684K	Buy	+4,579	New	+$723K	0.02%	496
2024 Q4	–	Sell	-2,739	Closed	-$264K	–	738
2024 Q3	$264K	Hold	2,739	–	–	0.02%	549
2024 Q2	$271K	Hold	2,739	–	–	0.02%	528
2024 Q1	$251K	Buy	+2,739	New	+$254K	0.02%	498

Other funds holding XBI

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Wedmont Private Capital's XBI Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2026: 4,579 shares worth $684K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in XBI as recently as Q3 2024.

Wedmont Private Capital first reported a position in XBI in Q1 2024 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Wedmont Private Capital held 4,579 shares of State Street SPDR S&P Biotech ETF worth $684K as of Q3 2026.
State Street SPDR S&P Biotech ETF was a new Wedmont Private Capital position in Q3 2026.
State Street SPDR S&P Biotech ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #496 holding.
Wedmont Private Capital first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.