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

Financial Gravity Companies’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
2024
Q4 		$10.8K Hold
120
– – ﹤0.01% 546
2024
Q3 		$11.9K Buy
+120
New +$11.8K ﹤0.01% 331
2018
Q4 		$2K Buy
+18
New +$1.45K ﹤0.01% 966
2018
Q1 		$1K Buy
+8
New +$730 ﹤0.01% 1293

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Financial Gravity Companies's XBI Position: Q4 2024 in Review

Financial Gravity Companies held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q4 2024 at 120 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Financial Gravity Companies first reported a position in XBI in Q1 2018 and has held it in 4 quarters since. The position peaked at $11.9K in Q3 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

  • Financial Gravity Companies held 120 shares of State Street SPDR S&P Biotech ETF worth $10.8K as of Q4 2024.
  • Financial Gravity Companies left its State Street SPDR S&P Biotech ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #546 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's State Street SPDR S&P Biotech ETF position peaked at $11.9K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.