Marvin & Palmer Associates’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Marvin & Palmer Associates’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	$8.59M	Buy	54,286 +24,150	+80%	+$3.26M	5.4%	8
2026 Q1	$3.85M	Buy	30,136 +3,196	+12%	+$399K	4.61%	4
2025 Q4	$3.28M	Buy	+26,940	New	+$3.09M	2.32%	22
2024 Q4	–	Sell	-76,769	Closed	-$7.58M	–	42
2024 Q3	$7.58M	Buy	+76,769	New	+$7.54M	6.36%	2
2018 Q4	–	Sell	-74,728	Closed	-$7.16M	–	34
2018 Q3	$7.16M	Buy	74,728 +20,246	+37%	+$1.96M	5.43%	4
2018 Q2	$5.19M	Hold	54,482	–	–	5.1%	6
2018 Q1	$4.78M	Buy	54,482 +39,972	+275%	+$3.65M	4.38%	8
2017 Q4	$1.23M	Hold	14,510	–	–	1.28%	29
2017 Q3	$1.26M	Buy	+14,510	New	+$1.16M	1.54%	25

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Marvin & Palmer Associates's XBI Position: Q2 2026 in Review

Marvin & Palmer Associates increased its State Street SPDR S&P Biotech ETF (XBI) stake by 80% in Q2 2026, buying an estimated $3.26M and bringing the position to 54,286 shares worth $8.59M. The position accounts for 5.4% of the portfolio, ranked #8.

Marvin & Palmer Associates first reported a position in XBI in Q3 2017 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Marvin & Palmer Associates held 54,286 shares of State Street SPDR S&P Biotech ETF worth $8.59M as of Q2 2026.
Marvin & Palmer Associates bought 24,150 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $3.26M.
State Street SPDR S&P Biotech ETF made up 5.4% of Marvin & Palmer Associates's portfolio in Q2 2026, its #8 holding.
Marvin & Palmer Associates first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.