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Stephen J. Garry & Associates’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Stephen J. Garry & Associates’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 Buy
9,215
+2,470
+37% +$334K 1.06% 18
2026
Q1 		$862K Buy
6,745
+4,430
+191% +$553K 0.69% 26
2025
Q4 		$282K Buy
+2,315
New +$265K 0.22% 44

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
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

Stephen J. Garry & Associates's XBI Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its State Street SPDR S&P Biotech ETF (XBI) stake by 37% in Q2 2026, buying an estimated $334K and bringing the position to 9,215 shares worth $1.46M. The position accounts for 1.06% of the portfolio, ranked #18.

Stephen J. Garry & Associates first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Stephen J. Garry & Associates held 9,215 shares of State Street SPDR S&P Biotech ETF worth $1.46M as of Q2 2026.
  • Stephen J. Garry & Associates bought 2,470 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $334K.
  • State Street SPDR S&P Biotech ETF made up 1.06% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #18 holding.
  • Stephen J. Garry & Associates first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.