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

Capital A 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
2025
Q2 		$26.3K Buy
+295
New +$23.5K 0.29% 115
2025
Q1 		– Sell
-6
Closed -$540 – 914
2024
Q4 		$540 Buy
+6
New +$581 ﹤0.01% 648

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 $134M AUM 21.11% 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

Capital A Wealth Management's XBI Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2025: 295 shares worth $26.3K. The stake represents 0.29% of the portfolio and ranks #115 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in XBI as recently as Q4 2024.

Capital A Wealth Management first reported a position in XBI in Q4 2024 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

  • Capital A Wealth Management held 295 shares of State Street SPDR S&P Biotech ETF worth $26.3K as of Q2 2025.
  • State Street SPDR S&P Biotech ETF was a new Capital A Wealth Management position in Q2 2025.
  • State Street SPDR S&P Biotech ETF made up 0.29% of Capital A Wealth Management's portfolio in Q2 2025, its #115 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 2 quarters since.
  • 625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.