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 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

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 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

Elevation Wealth Partners's XBI Position: Q2 2026 in Review

Elevation Wealth Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.19% in Q2 2026, buying an estimated $135 and bringing the position to 537 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #209.

Elevation Wealth Partners first reported a position in XBI in Q1 2023 and has held it in 14 quarters since. 349 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Elevation Wealth Partners held 537 shares of State Street SPDR S&P Biotech ETF worth $85K as of Q2 2026.
Elevation Wealth Partners bought 1 State Street SPDR S&P Biotech ETF share in Q2 2026, an estimated $135.
State Street SPDR S&P Biotech ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #209 holding.
Elevation Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2023 and has held it in 14 quarters since.
349 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.