MeadowBrook Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

MeadowBrook Investment Advisors’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	$1.69M	Sell	10,667 -537	-5%	-$72.6K	1.34%	17
2026 Q1	$1.43M	Sell	11,204 -2,160	-16%	-$270K	1.27%	19
2025 Q4	$1.63M	Sell	13,364 -265	-2%	-$30.4K	1.39%	15
2025 Q3	$1.37M	Sell	13,629 -425	-3%	-$38.3K	1.17%	20
2025 Q2	$1.17M	Sell	14,054 -270	-2%	-$21.5K	1.04%	20
2025 Q1	$1.16M	Sell	14,324 -100	-0.7%	-$8.94K	1.08%	21
2024 Q4	$1.3M	Sell	14,424 -481	-3%	-$46.6K	1.15%	21
2024 Q3	$1.47M	Sell	14,905 -255	-2%	-$25.1K	1.33%	16
2024 Q2	$1.41M	Sell	15,160 -160	-1%	-$14.3K	1.33%	16
2024 Q1	$1.45M	Sell	15,320 -630	-4%	-$58.5K	1.35%	17
2023 Q4	$1.42M	Buy	+15,950	New	+$1.18M	1.36%	18

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

MeadowBrook Investment Advisors's XBI Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4.8% in Q2 2026, selling an estimated $72.6K and leaving 10,667 shares worth $1.69M. The position accounts for 1.34% of the portfolio, ranked #17.

MeadowBrook Investment Advisors first reported a position in XBI in Q4 2023 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

MeadowBrook Investment Advisors held 10,667 shares of State Street SPDR S&P Biotech ETF worth $1.69M as of Q2 2026.
MeadowBrook Investment Advisors sold 537 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $72.6K.
State Street SPDR S&P Biotech ETF made up 1.34% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #17 holding.
MeadowBrook Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 11 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.