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	–	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

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

MFA Wealth Advisors's XBI Position: Q2 2026 in Review

MFA Wealth Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 91,997 shares worth $14.6M. The stake represents 2.48% of the portfolio and ranks #14 among its holdings. This is a return to the name: MFA Wealth Advisors previously reported a position in XBI as recently as Q3 2024.

MFA Wealth Advisors first reported a position in XBI in Q2 2020 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

MFA Wealth Advisors held 91,997 shares of State Street SPDR S&P Biotech ETF worth $14.6M as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new MFA Wealth Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 2.48% of MFA Wealth Advisors's portfolio in Q2 2026, its #14 holding.
MFA Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and has held it in 4 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.