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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

LRPA

L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return

EWM

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

Mitchell Sinkler & Starr's XBI Position: Q2 2026 in Review

Mitchell Sinkler & Starr opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,400 shares worth $222K. The stake represents 0.09% of the portfolio and ranks #149 among its holdings. This is a return to the name: Mitchell Sinkler & Starr previously reported a position in XBI as recently as Q4 2024.

Mitchell Sinkler & Starr first reported a position in XBI in Q2 2018 and has held it in 27 quarters since. The position peaked at $672K in Q4 2023. 260 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Mitchell Sinkler & Starr held 1,400 shares of State Street SPDR S&P Biotech ETF worth $222K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Mitchell Sinkler & Starr position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.09% of Mitchell Sinkler & Starr's portfolio in Q2 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 27 quarters since.
Mitchell Sinkler & Starr's State Street SPDR S&P Biotech ETF position peaked at $672K in Q4 2023.
260 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.