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SPDR S&P Biotech shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in SPDR S&P Biotech

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Biotech held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Biotech by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.3k 158.25

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding SPDR S&P Biotech

Bnp Paribas Arbitrage, Snc
Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Citigroup
Deep Track Capital
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Jane Street
Citadel Advisors
UBS Group
Barclays
Wells Fargo & Company
Leucadia National Corporation
Jain Global

View all funds holding SPDR S&P Biotech