Moisand Fitzgerald Tamayo’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Moisand Fitzgerald Tamayo’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	$63.3K	Hold	400	–	–	0.01%	191
2026 Q1	$51.1K	Hold	400	–	–	0.01%	196
2025 Q4	$48.8K	Hold	400	–	–	0.01%	201
2025 Q3	$40.1K	Hold	400	–	–	﹤0.01%	223
2025 Q2	$33.2K	Hold	400	–	–	﹤0.01%	236
2025 Q1	$32.4K	Hold	400	–	–	﹤0.01%	230
2024 Q4	$36K	Hold	400	–	–	0.01%	224
2024 Q3	$39.5K	Hold	400	–	–	0.01%	214
2024 Q2	$37.1K	Hold	400	–	–	0.01%	199
2024 Q1	$38K	Hold	400	–	–	0.01%	200
2023 Q4	$35.7K	Hold	400	–	–	0.01%	207
2023 Q3	$29.2K	Hold	400	–	–	0.01%	226
2023 Q2	$33.3K	Hold	400	–	–	0.01%	206
2023 Q1	$30.5K	Hold	400	–	–	0.01%	220
2022 Q4	$33.2K	Hold	400	–	–	0.01%	202
2022 Q3	$32K	Hold	400	–	–	0.01%	193
2022 Q2	$30K	Buy	+400	New	+$30K	0.01%	193
2017 Q4	–	Sell	-500	Closed	-$43K	–	316
2017 Q3	$43K	Buy	+500	New	+$40.1K	0.03%	119

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

Moisand Fitzgerald Tamayo's XBI Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 400 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #191.

Moisand Fitzgerald Tamayo first reported a position in XBI in Q3 2017 and has held it in 18 quarters since. 225 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Moisand Fitzgerald Tamayo held 400 shares of State Street SPDR S&P Biotech ETF worth $63.3K as of Q2 2026.
Moisand Fitzgerald Tamayo left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #191 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and has held it in 18 quarters since.
225 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.