EWP
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Elevation Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Elevation Wealth Partners’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
Q3 		$84.7K Hold
537
– – 0.02% 232
2026
Q2 		$85K Buy
537
+1
+0.2% +$135 0.03% 209
2026
Q1 		$68.5K Hold
536
– – 0.02% 201
2025
Q4 		$65.4K Buy
536
+1
+0.2% +$115 0.02% 207
2025
Q3 		$53.6K Hold
535
– – 0.02% 238
2025
Q2 		$44.3K Hold
535
– – 0.02% 249
2025
Q1 		$43.4K Hold
535
– – 0.02% 245
2024
Q4 		$48.2K Hold
535
– – 0.02% 234
2024
Q3 		$52.8K Hold
535
– – 0.02% 216
2024
Q2 		$49.6K Buy
535
+1
+0.2% +$90 0.02% 215
2024
Q1 		$50.7K Hold
534
– – 0.03% 217
2023
Q4 		$39K Hold
534
– – 0.02% 228
2023
Q3 		$39K Hold
534
– – 0.03% 168
2023
Q2 		$44.4K Hold
534
– – 0.04% 166
2023
Q1 		$40.7K Buy
+534
New +$44.3K 0.04% 178

Other funds holding XBI

LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Elevation Wealth Partners's XBI Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q3 2026 at 537 shares worth $84.7K. The position accounts for 0.02% of the portfolio, ranked #232.

Elevation Wealth Partners first reported a position in XBI in Q1 2023 and has held it in 15 quarters since. The position peaked at $85K in Q2 2026. 39 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Elevation Wealth Partners held 537 shares of State Street SPDR S&P Biotech ETF worth $84.7K as of Q3 2026.
  • Elevation Wealth Partners left its State Street SPDR S&P Biotech ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #232 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $85K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.