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Atala Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-25
Closed -$2.03K – 454
2025
Q1 		$2.03K Hold
25
– – ﹤0.01% 441
2024
Q4 		$2.25K Buy
+25
New +$2.42K ﹤0.01% 442

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atala Financial's XBI Position: Q2 2025 in Review

Atala Financial sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2025, closing a stake of 25 shares — an estimated $2.03K sold.

Atala Financial first reported a position in XBI in Q4 2024 and held it in 2 quarters. The position peaked at $2.25K in Q4 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Atala Financial reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 25 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $2.03K.
  • Atala Financial first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's State Street SPDR S&P Biotech ETF position peaked at $2.25K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.