Meridian Investment Counsel’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Meridian Investment Counsel’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	$3.17M	Buy	20,053 +475	+2%	+$64.2K	0.68%	43
2026 Q1	$2.5M	Buy	19,578 +5,312	+37%	+$663K	0.6%	52
2025 Q4	$1.74M	Buy	14,266 +300	+2%	+$34.4K	0.42%	74
2025 Q3	$1.4M	Buy	13,966 +760	+6%	+$68.5K	0.35%	85
2025 Q2	$1.1M	Buy	13,206 +470	+4%	+$37.5K	0.3%	94
2025 Q1	$1.03M	Buy	12,736 +29	+0.2%	+$2.59K	0.3%	95
2024 Q4	$1.14M	Sell	12,707 -1,070	-8%	-$104K	0.34%	81
2024 Q3	$1.36M	Sell	13,777 -1,760	-11%	-$173K	0.41%	74
2024 Q2	$1.44M	Buy	15,537 +1,275	+9%	+$114K	0.46%	69
2024 Q1	$1.35M	Buy	14,262 +945	+7%	+$87.7K	0.45%	68
2023 Q4	$1.19M	Sell	13,317 -470	-3%	-$34.9K	0.41%	71
2023 Q3	$1.01M	Sell	13,787 -355	-3%	-$28.4K	0.38%	76
2023 Q2	$1.18M	Sell	14,142 -100	-0.7%	-$8.36K	0.42%	66
2023 Q1	$1.09M	Sell	14,242 -200	-1%	-$16.6K	0.41%	68
2022 Q4	$1.2M	Sell	14,442 -391	-3%	-$31.7K	0.48%	63
2022 Q3	$1.18M	Sell	14,833 -79	-0.5%	-$6.66K	0.52%	57
2022 Q2	$1.11M	Buy	14,912 +257	+2%	+$19.3K	0.46%	67
2022 Q1	$1.32M	Buy	14,655 +380	+3%	+$35.1K	0.46%	66
2021 Q4	$1.6M	Buy	14,275 +237	+2%	+$28.6K	0.53%	51
2021 Q3	$1.76M	Buy	14,038 +1,884	+16%	+$243K	0.64%	41
2021 Q2	$1.65M	Buy	12,154 +3,264	+37%	+$429K	0.58%	47
2021 Q1	$1.21M	Buy	8,890 +130	+1%	+$19.5K	0.47%	60
2020 Q4	$1.23M	Buy	8,760 +420	+5%	+$53.8K	0.52%	52
2020 Q3	$929K	Hold	8,340	–	–	0.45%	59
2020 Q2	$934K	Buy	8,340 +165	+2%	+$16.3K	0.48%	58
2020 Q1	$633K	Buy	8,175 +5,345	+189%	+$473K	0.41%	70
2019 Q4	$269K	Buy	+2,830	New	+$245K	0.13%	148
2019 Q3	–	Sell	-2,305	Closed	-$202K	–	182
2019 Q2	$202K	Buy	+2,305	New	+$197K	0.11%	166

Other funds holding XBI

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Meridian Investment Counsel's XBI Position: Q2 2026 in Review

Meridian Investment Counsel increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.4% in Q2 2026, buying an estimated $64.2K and bringing the position to 20,053 shares worth $3.17M. The position accounts for 0.68% of the portfolio, ranked #43.

Meridian Investment Counsel first reported a position in XBI in Q2 2019 and has held it in 28 quarters since. 368 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Meridian Investment Counsel held 20,053 shares of State Street SPDR S&P Biotech ETF worth $3.17M as of Q2 2026.
Meridian Investment Counsel bought 475 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $64.2K.
State Street SPDR S&P Biotech ETF made up 0.68% of Meridian Investment Counsel's portfolio in Q2 2026, its #43 holding.
Meridian Investment Counsel first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and has held it in 28 quarters since.
368 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.