Madrona Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Madrona Financial Services’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	$21.6M	Buy	136,455 +4,417	+3%	+$597K	3.98%	7
2026 Q1	$16.9M	Buy	132,038 +5,087	+4%	+$635K	3.69%	7
2025 Q4	$15.5M	Sell	126,951 -1,572	-1%	-$180K	3.31%	9
2025 Q3	$12.9M	Buy	128,523 +2,830	+2%	+$255K	2.84%	9
2025 Q2	$10.4M	Buy	+125,693	New	+$10M	2.5%	13
2022 Q2	–	Sell	-3,806	Closed	-$352K	–	85
2022 Q1	$352K	Sell	3,806 -18,612	-83%	-$1.72M	0.17%	57
2021 Q4	$2.51M	Buy	22,418 +1,453	+7%	+$175K	1.06%	25
2021 Q3	$2.63M	Buy	20,965 +1,082	+5%	+$139K	1.25%	21
2021 Q2	$2.69M	Buy	19,883 +426	+2%	+$56K	1.38%	20
2021 Q1	$2.64M	Buy	19,457 +1,288	+7%	+$193K	1.35%	22
2020 Q4	$2.56M	Buy	18,169 +480	+3%	+$61.5K	1.43%	20
2020 Q3	$1.97M	Buy	+17,689	New	+$1.98M	1.24%	21

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Madrona Financial Services's XBI Position: Q2 2026 in Review

Madrona Financial Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3.3% in Q2 2026, buying an estimated $597K and bringing the position to 136,455 shares worth $21.6M. The position accounts for 3.98% of the portfolio, ranked #7.

Madrona Financial Services first reported a position in XBI in Q3 2020 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Madrona Financial Services held 136,455 shares of State Street SPDR S&P Biotech ETF worth $21.6M as of Q2 2026.
Madrona Financial Services bought 4,417 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $597K.
State Street SPDR S&P Biotech ETF made up 3.98% of Madrona Financial Services's portfolio in Q2 2026, its #7 holding.
Madrona Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 12 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.