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

Consultiva 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
Q1 		$25.5K Hold
200
– – 0.07% 140
2025
Q4 		$24.4K Hold
200
– – 0.07% 140
2025
Q3 		$20K Hold
200
– – 0.06% 162
2025
Q2 		$16.6K Hold
200
– – 0.05% 182
2025
Q1 		$16.2K Buy
+200
New +$17.9K 0.06% 177

Other funds holding XBI

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consultiva Wealth Management's XBI Position: Q1 2026 in Review

Consultiva Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 200 shares worth $25.5K. The position accounts for 0.07% of the portfolio, ranked #140.

Consultiva Wealth Management first reported a position in XBI in Q1 2025 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Consultiva Wealth Management held 200 shares of State Street SPDR S&P Biotech ETF worth $25.5K as of Q1 2026.
  • Consultiva Wealth Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Biotech ETF made up 0.07% of Consultiva Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Consultiva Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 5 quarters since.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.