Macroview Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Macroview Investment Management’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	$349K	Hold	2,204	–	–	0.22%	79
2026 Q1	$281K	Hold	2,204	–	–	0.2%	82
2025 Q4	$269K	Sell	2,204 -72	-3%	-$8.26K	0.18%	85
2025 Q3	$228K	Sell	2,276 -200	-8%	-$18K	0.17%	86
2025 Q2	$205K	Sell	2,476 -386	-13%	-$30.8K	0.17%	93
2025 Q1	$232K	Sell	2,862 -6,811	-70%	-$609K	0.22%	78
2024 Q4	$871K	Buy	9,673 +22	+0.2%	+$2.13K	0.88%	32
2024 Q3	$954K	Sell	9,651 -420	-4%	-$41.3K	0.93%	30
2024 Q2	$934K	Sell	10,071 -843	-8%	-$75.6K	0.99%	30
2024 Q1	$1.04M	Sell	10,914 -285	-3%	-$26.4K	1.14%	28
2023 Q4	$1,000K	Buy	11,199 +809	+8%	+$60.1K	1.18%	28
2023 Q3	$759K	Sell	10,390 -103	-1%	-$8.23K	1.01%	34
2023 Q2	$873K	Sell	10,493 -81	-0.8%	-$6.77K	1.34%	27
2023 Q1	$806K	Buy	10,574 +693	+7%	+$57.5K	1.29%	28
2022 Q4	$820K	Sell	9,881 -182	-2%	-$14.7K	1.41%	23
2022 Q3	$798K	Buy	10,063 +867	+9%	+$73.1K	1.46%	23
2022 Q2	$683K	Buy	9,196 +3,064	+50%	+$230K	1.11%	26
2022 Q1	$551K	Buy	6,132 +1,296	+27%	+$120K	0.79%	32
2021 Q4	$541K	Buy	4,836 +1,688	+54%	+$204K	0.69%	32
2021 Q3	$396K	Buy	3,148 +204	+7%	+$26.3K	0.51%	34
2021 Q2	$399K	Buy	2,944 +229	+8%	+$30.1K	0.53%	32
2021 Q1	$368K	Buy	2,715 +183	+7%	+$27.4K	0.53%	30
2020 Q4	$356K	Buy	2,532 +1	+0%	+$128	0.53%	31
2020 Q3	$282K	Buy	2,531 +203	+9%	+$22.8K	0.48%	30
2020 Q2	$261K	Sell	2,328 -93	-4%	-$9.16K	0.55%	28
2020 Q1	$187K	Buy	2,421 +2,388	+7,236%	+$211K	0.4%	30
2019 Q4	$3K	Hold	33	–	–	0.01%	263
2019 Q3	$3K	Hold	33	–	–	0.01%	248
2019 Q2	$3K	Hold	33	–	–	0.01%	258
2019 Q1	$3K	Hold	33	–	–	0.01%	274
2018 Q4	$2K	Hold	33	–	–	0.01%	294
2018 Q3	$3K	Hold	33	–	–	0.01%	257
2018 Q2	$3K	Hold	33	–	–	0.01%	221
2018 Q1	$3K	Hold	33	–	–	0.01%	173
2017 Q4	$3K	Hold	33	–	–	0.01%	112
2017 Q3	$3K	Hold	33	–	–	0.01%	120
2017 Q2	$3K	Buy	+33	New	+$2.34K	0.02%	160
2017 Q1	–	Sell	-30	Closed	-$2K	–	127
2016 Q4	$2K	Hold	30	–	–	0.01%	101
2016 Q3	$2K	Hold	30	–	–	0.01%	97
2016 Q2	$2K	Hold	30	–	–	0.01%	83
2016 Q1	$2K	Hold	30	–	–	0.01%	84
2015 Q4	$2K	Hold	30	–	–	0.01%	94
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	98
2015 Q2	$3K	Hold	30	–	–	﹤0.01%	85
2015 Q1	$2K	Buy	+30	New	+$2.1K	﹤0.01%	125

Other funds holding XBI

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

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

Macroview Investment Management's XBI Position: Q2 2026 in Review

Macroview Investment Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 2,204 shares worth $349K. The position accounts for 0.22% of the portfolio, ranked #79.

Macroview Investment Management first reported a position in XBI in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.04M in Q1 2024. 350 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Macroview Investment Management held 2,204 shares of State Street SPDR S&P Biotech ETF worth $349K as of Q2 2026.
Macroview Investment Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.22% of Macroview Investment Management's portfolio in Q2 2026, its #79 holding.
Macroview Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and has held it in 45 quarters since.
Macroview Investment Management's State Street SPDR S&P Biotech ETF position peaked at $1.04M in Q1 2024.
350 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.