Willner & Heller’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Willner & Heller’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	$203K	Buy	+1,284	New	+$174K	0.13%	164

Other funds holding XBI

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Willner & Heller's XBI Position: Q2 2026 in Review

Willner & Heller opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,284 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #164 among its holdings.

131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Willner & Heller held 1,284 shares of State Street SPDR S&P Biotech ETF worth $203K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Willner & Heller position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.13% of Willner & Heller's portfolio in Q2 2026, its #164 holding.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.