Melfa Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Melfa Wealth Management’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	$402K	Sell	2,540 -4,115	-62%	-$556K	0.22%	94
2026 Q1	$850K	Buy	6,655 +10	+0.2%	+$1.25K	0.49%	49
2025 Q4	$810K	Hold	6,645	–	–	0.47%	57
2025 Q3	$666K	Hold	6,645	–	–	0.39%	67
2025 Q2	$551K	Hold	6,645	–	–	0.35%	71
2025 Q1	$539K	Hold	6,645	–	–	0.36%	71
2024 Q4	$598K	Hold	6,645	–	–	0.4%	65
2024 Q3	$657K	Hold	6,645	–	–	0.43%	58
2024 Q2	$616K	Hold	6,645	–	–	0.43%	59
2024 Q1	$631K	Hold	6,645	–	–	0.46%	55
2023 Q4	$593K	Buy	6,645 +1	+0%	+$74	0.56%	47
2023 Q3	$485K	Hold	6,644	–	–	0.53%	51
2023 Q2	$553K	Hold	6,644	–	–	0.56%	49
2023 Q1	$506K	Hold	6,644	–	–	0.51%	50
2022 Q4	$551K	Buy	+6,644	New	+$538K	0.58%	48

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

Melfa Wealth Management's XBI Position: Q2 2026 in Review

Melfa Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 62% in Q2 2026, selling an estimated $556K and leaving 2,540 shares worth $402K. The position accounts for 0.22% of the portfolio, ranked #94.

Melfa Wealth Management first reported a position in XBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $850K in Q1 2026. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Melfa Wealth Management held 2,540 shares of State Street SPDR S&P Biotech ETF worth $402K as of Q2 2026.
Melfa Wealth Management sold 4,115 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $556K.
State Street SPDR S&P Biotech ETF made up 0.22% of Melfa Wealth Management's portfolio in Q2 2026, its #94 holding.
Melfa Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $850K in Q1 2026.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.