Mitchell Sinkler & Starr
XBI icon

Mitchell Sinkler & Starr’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Mitchell Sinkler & Starr’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 		$221K Hold
1,400
– – 0.09% 149
2026
Q2 		$222K Buy
+1,400
New +$189K 0.09% 149
2025
Q1 		– Sell
-3,030
Closed -$273K – 190
2024
Q4 		$273K Hold
3,030
– – 0.07% 143
2024
Q3 		$299K Buy
3,030
+860
+40% +$84.5K 0.08% 135
2024
Q2 		$212K Buy
2,170
+542
+33% +$48.6K 0.05% 148
2024
Q1 		$154K Sell
1,628
-5,897
-78% -$547K 0.04% 159
2023
Q4 		$672K Buy
+7,525
New +$559K 0.12% 116
2023
Q3 		– Sell
-5,955
Closed -$495K – 141
2023
Q2 		$495K Sell
5,955
-150
-2% -$12.5K 0.14% 96
2023
Q1 		$465K Buy
6,105
+617
+11% +$51.2K 0.14% 95
2022
Q4 		$456K Buy
5,488
+125
+2% +$10.1K 0.15% 102
2022
Q3 		$425K Buy
5,363
+660
+14% +$55.6K 0.16% 83
2022
Q2 		$349K Sell
4,703
-80
-2% -$6K 0.13% 91
2022
Q1 		$430K Buy
4,783
+655
+16% +$60.5K 0.13% 86
2021
Q4 		$462K Sell
4,128
-340
-8% -$41K 0.14% 87
2021
Q3 		$562K Buy
4,468
+323
+8% +$41.6K 0.51% 63
2021
Q2 		$561K Buy
4,145
+375
+10% +$49.3K 0.51% 63
2021
Q1 		$511K Hold
3,770
– – 0.5% 66
2020
Q4 		$531K Hold
3,770
– – 0.51% 63
2020
Q3 		$420K Buy
3,770
+230
+6% +$25.8K 0.43% 67
2020
Q2 		$396K Hold
3,540
– – 0.45% 65
2020
Q1 		$274K Sell
3,540
-600
-14% -$53.1K 0.36% 76
2019
Q4 		$394K Hold
4,140
– – 0.42% 69
2019
Q3 		$316K Sell
4,140
-2,650
-39% -$220K 0.4% 74
2019
Q2 		$596K Buy
6,790
+600
+10% +$51.2K 0.68% 52
2019
Q1 		$560K Hold
6,190
– – 0.65% 56
2018
Q4 		$444K Buy
6,190
+150
+2% +$12.1K 0.55% 61
2018
Q3 		$579K Buy
6,040
+750
+14% +$72.7K 0.61% 57
2018
Q2 		$504K Buy
+5,290
New +$486K 0.56% 63

Other funds holding XBI

PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Mitchell Sinkler & Starr's XBI Position: Q3 2026 in Review

Mitchell Sinkler & Starr held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q3 2026 at 1,400 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #149.

Mitchell Sinkler & Starr first reported a position in XBI in Q2 2018 and has held it in 28 quarters since. The position peaked at $672K in Q4 2023. 261 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Mitchell Sinkler & Starr held 1,400 shares of State Street SPDR S&P Biotech ETF worth $221K as of Q3 2026.
  • Mitchell Sinkler & Starr left its State Street SPDR S&P Biotech ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Biotech ETF made up 0.09% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #149 holding.
  • Mitchell Sinkler & Starr first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and has held it in 28 quarters since.
  • Mitchell Sinkler & Starr's State Street SPDR S&P Biotech ETF position peaked at $672K in Q4 2023.
  • 261 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.