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Harbor Investment Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Harbor Investment Advisory’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 		$2.58M Sell
16,333
-615
-4% -$83.1K 0.18% 97
2026
Q1 		$2.16M Buy
16,948
+783
+5% +$97.7K 0.17% 102
2025
Q4 		$1.97M Buy
16,165
+13,655
+544% +$1.57M 0.15% 110
2025
Q3 		$252K Buy
2,510
+1,910
+318% +$172K 0.02% 357
2025
Q2 		$49.8K Sell
600
-560
-48% -$44.7K ﹤0.01% 640
2025
Q1 		$94.1K Sell
1,160
-4,285
-79% -$383K 0.01% 486
2024
Q4 		$490K Sell
5,445
-1,666
-23% -$161K 0.05% 238
2024
Q3 		$703K Buy
7,111
+64
+0.9% +$6.29K 0.07% 199
2024
Q2 		$653K Sell
7,047
-2,250
-24% -$202K 0.07% 197
2024
Q1 		$882K Buy
9,297
+6,999
+305% +$649K 0.09% 167
2023
Q4 		$205K Buy
2,298
+938
+69% +$69.7K 0.02% 323
2023
Q3 		$99.3K Sell
1,360
-1,730
-56% -$138K 0.01% 398
2023
Q2 		$257K Sell
3,090
-430
-12% -$36K 0.04% 304
2023
Q1 		$268K Sell
3,520
-290
-8% -$24.1K 0.04% 299
2022
Q4 		$316K Sell
3,810
-1,600
-30% -$130K 0.05% 272
2022
Q3 		$429K Buy
5,410
+1,260
+30% +$106K 0.07% 216
2022
Q2 		$308K Buy
4,150
+800
+24% +$60.1K 0.05% 262
2022
Q1 		$301K Sell
3,350
-50
-1% -$4.62K 0.04% 288
2021
Q4 		$381K Buy
3,400
+1,580
+87% +$191K 0.05% 255
2021
Q3 		$229K Hold
1,820
– – 0.03% 339
2021
Q2 		$246K Sell
1,820
-50
-3% -$6.57K 0.03% 330
2021
Q1 		$254K Buy
1,870
+60
+3% +$8.98K 0.04% 296
2020
Q4 		$255K Buy
1,810
+400
+28% +$51.2K 0.04% 269
2020
Q3 		$157K Buy
1,410
+400
+40% +$44.8K 0.03% 310
2020
Q2 		$113K Buy
+1,010
New +$99.5K 0.02% 337
2020
Q1 		– Sell
-50
Closed -$5K – 1210
2019
Q4 		$5K Buy
+50
New +$4.33K ﹤0.01% 719

Other funds holding XBI

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

Harbor Investment Advisory's XBI Position: Q2 2026 in Review

Harbor Investment Advisory reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 3.6% in Q2 2026, selling an estimated $83.1K and leaving 16,333 shares worth $2.58M. The position accounts for 0.18% of the portfolio, ranked #97.

Harbor Investment Advisory first reported a position in XBI in Q4 2019 and has held it in 26 quarters since. 350 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Harbor Investment Advisory held 16,333 shares of State Street SPDR S&P Biotech ETF worth $2.58M as of Q2 2026.
  • Harbor Investment Advisory sold 615 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $83.1K.
  • State Street SPDR S&P Biotech ETF made up 0.18% of Harbor Investment Advisory's portfolio in Q2 2026, its #97 holding.
  • Harbor Investment Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 26 quarters since.
  • 350 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.