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Innovative Asset Advisors Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Innovative Asset Advisors Group’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 		$186K Buy
1,175
+250
+27% +$33.8K 0.08% 186
2026
Q1 		$118K Buy
+925
New +$115K 0.07% 185

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Innovative Asset Advisors Group's XBI Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 27% in Q2 2026, buying an estimated $33.8K and bringing the position to 1,175 shares worth $186K. The position accounts for 0.08% of the portfolio, ranked #186.

Innovative Asset Advisors Group first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Innovative Asset Advisors Group held 1,175 shares of State Street SPDR S&P Biotech ETF worth $186K as of Q2 2026.
  • Innovative Asset Advisors Group bought 250 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $33.8K.
  • State Street SPDR S&P Biotech ETF made up 0.08% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #186 holding.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.