Financial Management Professionals’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Management Professionals’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	$1.9M	Buy	12,000 +11,720	+4,186%	+$1.58M	0.18%	46
2026 Q1	$35.8K	Hold	280	–	–	﹤0.01%	298
2025 Q4	$34.1K	Hold	280	–	–	﹤0.01%	298
2025 Q3	$28.1K	Sell	280 -87	-24%	-$7.84K	﹤0.01%	327
2025 Q2	$30.4K	Sell	367 -605	-62%	-$48.3K	﹤0.01%	338
2025 Q1	$78.8K	Sell	972 -83	-8%	-$7.42K	0.01%	205
2024 Q4	$95K	Sell	1,055 -6	-0.6%	-$581	0.01%	198
2024 Q3	$105K	Hold	1,061	–	–	0.01%	191
2024 Q2	$98K	Hold	1,061	–	–	0.01%	196
2024 Q1	$101K	Buy	1,061 +271	+34%	+$25.1K	0.01%	198
2023 Q4	$71K	Sell	790 -12	-1%	-$891	0.01%	221
2023 Q3	$59K	Hold	802	–	–	0.01%	232
2023 Q2	$67K	Sell	802 -949	-54%	-$79.4K	0.01%	234
2023 Q1	$133K	Buy	1,751 +1,342	+328%	+$111K	0.03%	164
2022 Q4	$34K	Sell	409 -4	-1%	-$324	0.01%	275
2022 Q3	$33K	Sell	413 -252	-38%	-$21.2K	0.01%	265
2022 Q2	$49K	Sell	665 -57	-8%	-$4.28K	0.01%	229
2022 Q1	$65K	Buy	722 +252	+54%	+$23.3K	0.01%	217
2021 Q4	$53K	Hold	470	–	–	0.01%	246
2021 Q3	$59K	Sell	470 -3	-0.6%	-$386	0.01%	233
2021 Q2	$64K	Buy	473 +4	+0.9%	+$526	0.02%	211
2021 Q1	$64K	Buy	469 +8	+2%	+$1.2K	0.02%	203
2020 Q4	$65K	Sell	461 -20	-4%	-$2.56K	0.02%	188
2020 Q3	$54K	Sell	481 -102	-17%	-$11.4K	0.02%	195
2020 Q2	$65K	Buy	+583	New	+$57.4K	0.02%	164
2018 Q2	–	Sell	-35,392	Closed	-$3.1M	–	312
2018 Q1	$3.1M	Buy	35,392 +2,434	+7%	+$222K	1.61%	14
2017 Q4	$2.8M	Buy	+32,958	New	+$2.76M	1.18%	18

Other funds holding XBI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

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

MFS

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

EWM

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

LHWM

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

MWA

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

SWM

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

MAM

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

Financial Management Professionals's XBI Position: Q2 2026 in Review

Financial Management Professionals increased its State Street SPDR S&P Biotech ETF (XBI) stake by 4,186% in Q2 2026, buying an estimated $1.58M and bringing the position to 12,000 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #46.

Financial Management Professionals first reported a position in XBI in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.1M in Q1 2018. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Financial Management Professionals held 12,000 shares of State Street SPDR S&P Biotech ETF worth $1.9M as of Q2 2026.
Financial Management Professionals bought 11,720 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.58M.
State Street SPDR S&P Biotech ETF made up 0.18% of Financial Management Professionals's portfolio in Q2 2026, its #46 holding.
Financial Management Professionals first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 27 quarters since.
Financial Management Professionals's State Street SPDR S&P Biotech ETF position peaked at $3.1M in Q1 2018.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.