Financial Gravity Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Financial Gravity Asset 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 Q1	$9.73K	Buy	+120	New	+$10.7K	﹤0.01%	613
2024 Q1	–	Sell	-19	Closed	-$1.72K	–	1331
2023 Q4	$1.72K	Buy	+19	New	+$1.41K	﹤0.01%	736
2021 Q3	$126K	Hold	19	–	–	0.06%	288
2021 Q2	$135K	Buy	+19	New	+$2.5K	0.05%	271
2020 Q4	$3K	Buy	+19	New	+$2.43K	﹤0.01%	293
2019 Q4	$95K	Sell	7 -10	-59%	-$865	0.07%	343
2019 Q3	$1K	Buy	17 +3	+21%	+$249	﹤0.01%	1131
2019 Q2	$1K	Buy	14 +3	+27%	+$256	﹤0.01%	1150
2019 Q1	$1K	Buy	+11	New	+$936	﹤0.01%	1220
2018 Q3	$2K	Buy	24 +5	+26%	+$485	﹤0.01%	1015
2018 Q2	$2K	Buy	19 +11	+138%	+$1.01K	﹤0.01%	1042
2018 Q1	$1K	Buy	+8	New	+$730	﹤0.01%	1293

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Financial Gravity Asset Management's XBI Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2025: 120 shares worth $9.73K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in XBI as recently as Q4 2023.

Financial Gravity Asset Management first reported a position in XBI in Q1 2018 and has held it in 12 quarters since. The position peaked at $135K in Q2 2021. 685 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Financial Gravity Asset Management held 120 shares of State Street SPDR S&P Biotech ETF worth $9.73K as of Q1 2025.
State Street SPDR S&P Biotech ETF was a new Financial Gravity Asset Management position in Q1 2025.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #613 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's State Street SPDR S&P Biotech ETF position peaked at $135K in Q2 2021.
685 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.