Mather Group
XBI icon

Mather Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Mather Group’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
Q3 		$32.5K Sell
206
-570
-73% -$90K ﹤0.01% 1290
2026
Q2 		$123K Sell
776
-160
-17% -$21.6K ﹤0.01% 892
2026
Q1 		$120K Buy
+936
New +$117K ﹤0.01% 852
2025
Q4 		– Sell
-46
Closed -$4.61K – 1664
2025
Q3 		$4.61K Buy
+46
New +$4.14K ﹤0.01% 1407
2025
Q2 		– Sell
-48
Closed -$3.89K – 1743
2025
Q1 		$3.89K Hold
48
– – ﹤0.01% 1449
2024
Q4 		$4.32K Hold
48
– – ﹤0.01% 1402
2024
Q3 		$4.74K Sell
48
-827
-95% -$81.3K ﹤0.01% 1308
2024
Q2 		$83K Buy
875
+827
+1,723% +$74.1K ﹤0.01% 859
2024
Q1 		$4.29K Buy
+48
New +$4.45K ﹤0.01% 1378
2014
Q2 		– Sell
-193,710
Closed -$9.2M – 25
2014
Q1 		$9.2M Sell
193,710
-38,562
-17% -$1.97M 3.37% 13
2013
Q4 		$10.1M Buy
232,272
+3,801
+2% +$157K 3.84% 11
2013
Q3 		$9.8M Sell
228,471
-2,940
-1% -$119K 4.08% 10
2013
Q2 		$8.04M Buy
+231,411
New +$8.13M 3.47% 12

Other funds holding XBI

PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Mather Group's XBI Position: Q3 2026 in Review

Mather Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 73% in Q3 2026, selling an estimated $90K and leaving 206 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Mather Group first reported a position in XBI in Q2 2013 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2013. 235 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Mather Group held 206 shares of State Street SPDR S&P Biotech ETF worth $32.5K as of Q3 2026.
  • Mather Group sold 570 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $90K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1290 holding.
  • Mather Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 13 quarters since.
  • Mather Group's State Street SPDR S&P Biotech ETF position peaked at $10.1M in Q4 2013.
  • 235 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.