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Shelton Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Shelton Wealth Management’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 		$1.46M Sell
9,204
-406
-4% -$54.9K 0.57% 59
2026
Q1 		$1.23M Sell
9,610
-927
-9% -$116K 0.54% 60
2025
Q4 		$1.28M Buy
10,537
+325
+3% +$37.3K 0.55% 59
2025
Q3 		$1.02M Sell
10,212
-456
-4% -$41.1K 0.46% 76
2025
Q2 		$885K Buy
10,668
+2,057
+24% +$164K 0.43% 82
2025
Q1 		$698K Buy
8,611
+4,252
+98% +$380K 0.38% 91
2024
Q4 		$393K Buy
4,359
+273
+7% +$26.4K 0.2% 101
2024
Q3 		$404K Buy
4,086
+156
+4% +$15.3K 0.22% 101
2024
Q2 		$364K Buy
3,930
+92
+2% +$8.25K 0.21% 107
2024
Q1 		$364K Sell
3,838
-346
-8% -$32.1K 0.23% 93
2023
Q4 		$374K Buy
4,184
+1,235
+42% +$91.7K 0.27% 72
2023
Q3 		$215K Hold
2,949
– – 0.17% 62
2023
Q2 		$245K Sell
2,949
-33
-1% -$2.76K 0.19% 58
2023
Q1 		$227K Buy
2,982
+524
+21% +$43.5K 0.18% 55
2022
Q4 		$204K Buy
+2,458
New +$199K 0.16% 63

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 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
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Shelton Wealth Management's XBI Position: Q2 2026 in Review

Shelton Wealth Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4.2% in Q2 2026, selling an estimated $54.9K and leaving 9,204 shares worth $1.46M. The position accounts for 0.57% of the portfolio, ranked #59.

Shelton Wealth Management first reported a position in XBI in Q4 2022 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Shelton Wealth Management held 9,204 shares of State Street SPDR S&P Biotech ETF worth $1.46M as of Q2 2026.
  • Shelton Wealth Management sold 406 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $54.9K.
  • State Street SPDR S&P Biotech ETF made up 0.57% of Shelton Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Shelton Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 15 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.