Shulman DeMeo Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Shulman DeMeo Asset 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	$435K	Hold	2,751	–	–	0.08%	84
2026 Q1	$351K	Hold	2,751	–	–	0.07%	95
2025 Q4	$335K	Hold	2,751	–	–	0.08%	84
2025 Q3	$276K	Hold	2,751	–	–	0.06%	97
2025 Q2	$228K	Hold	2,751	–	–	0.06%	105
2025 Q1	$223K	Hold	2,751	–	–	0.06%	102
2024 Q4	$248K	Hold	2,751	–	–	0.07%	103
2024 Q3	$272K	Sell	2,751 -839	-23%	-$82.4K	0.07%	109
2024 Q2	$333K	Buy	3,590 +1	+0%	+$90	0.09%	92
2024 Q1	$341K	Hold	3,589	–	–	0.09%	96
2023 Q4	$320K	Hold	3,589	–	–	0.09%	95
2023 Q3	$262K	Buy	3,589 +838	+30%	+$66.9K	0.09%	104
2023 Q2	$229K	Sell	2,751 -838	-23%	-$70.1K	0.07%	113
2023 Q1	$274K	Hold	3,589	–	–	0.09%	103
2022 Q4	$298K	Hold	3,589	–	–	0.1%	100
2022 Q3	$285K	Hold	3,589	–	–	0.1%	98
2022 Q2	$267K	Sell	3,589 -156	-4%	-$11.7K	0.09%	108
2022 Q1	$337K	Hold	3,745	–	–	0.09%	103
2021 Q4	$419K	Buy	+3,745	New	+$452K	0.11%	89
2021 Q3	–	Sell	-3,745	Closed	-$507K	–	134
2021 Q2	$507K	Hold	3,745	–	–	0.2%	31
2021 Q1	$508K	Buy	3,745 +838	+29%	+$125K	0.14%	75
2020 Q4	$409K	Sell	2,907 -4,697	-62%	-$602K	0.12%	85
2020 Q3	$648K	Buy	7,604 +4,853	+176%	+$544K	0.22%	50
2020 Q2	$308K	Hold	2,751	–	–	0.12%	80
2020 Q1	$213K	Hold	2,751	–	–	0.1%	85
2019 Q4	$262K	Hold	2,751	–	–	0.09%	106
2019 Q3	$210K	Hold	2,751	–	–	0.07%	123
2019 Q2	$241K	Hold	2,751	–	–	0.09%	111
2019 Q1	$249K	Buy	+2,751	New	+$234K	0.09%	106

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Shulman DeMeo Asset Management's XBI Position: Q2 2026 in Review

Shulman DeMeo Asset Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 2,751 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #84.

Shulman DeMeo Asset Management first reported a position in XBI in Q1 2019 and has held it in 29 quarters since. The position peaked at $648K in Q3 2020. 114 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Shulman DeMeo Asset Management held 2,751 shares of State Street SPDR S&P Biotech ETF worth $435K as of Q2 2026.
Shulman DeMeo Asset Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #84 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's State Street SPDR S&P Biotech ETF position peaked at $648K in Q3 2020.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.