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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MeadowBrook Investment Advisors's XBI Position: Q1 2026 in Review

MeadowBrook Investment Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 16% in Q1 2026, selling an estimated $270K and leaving 11,204 shares worth $1.43M. The position accounts for 1.27% of the portfolio, ranked #19.

MeadowBrook Investment Advisors first reported a position in XBI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

MeadowBrook Investment Advisors held 11,204 shares of State Street SPDR S&P Biotech ETF worth $1.43M as of Q1 2026.
MeadowBrook Investment Advisors sold 2,160 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $270K.
State Street SPDR S&P Biotech ETF made up 1.27% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #19 holding.
MeadowBrook Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 10 quarters since.
MeadowBrook Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $1.63M in Q4 2025.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.