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 Q3	$14.1M	Sell	89,691 -2,306	-3%	-$364K	2.4%	13
2026 Q2	$14.6M	Buy	+91,997	New	+$12.4M	2.48%	14
2024 Q4	–	Sell	-81	Closed	-$8K	–	395
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

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

MFA Wealth Advisors's XBI Position: Q3 2026 in Review

MFA Wealth Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 2.5% in Q3 2026, selling an estimated $364K and leaving 89,691 shares worth $14.1M. The position accounts for 2.4% of the portfolio, ranked #13.

MFA Wealth Advisors first reported a position in XBI in Q2 2020 and has held it in 5 quarters since. The position peaked at $14.6M in Q2 2026. 93 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

MFA Wealth Advisors held 89,691 shares of State Street SPDR S&P Biotech ETF worth $14.1M as of Q3 2026.
MFA Wealth Advisors sold 2,306 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $364K.
State Street SPDR S&P Biotech ETF made up 2.4% of MFA Wealth Advisors's portfolio in Q3 2026, its #13 holding.
MFA Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 5 quarters since.
MFA Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $14.6M in Q2 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.