MFA Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

MFA Wealth 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	$14.6M	Buy	+91,997	New	+$12.4M	2.48%	14
2024 Q4	–	Sell	-81	Closed	-$8K	–	401
2024 Q3	$8K	Hold	81	–	–	﹤0.01%	348
2024 Q2	$7.51K	Buy	+81	New	+$7.26K	﹤0.01%	353
2020 Q3	–	Sell	-81	Closed	-$9.07K	–	235
2020 Q2	$9.07K	Buy	+81	New	+$7.98K	0.01%	166

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

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

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return