Bank of Montreal’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,500
Closed -$1.13M 3766
2024
Q4
$1.13M Buy
12,500
+6,100
+95% +$591K ﹤0.01% 1824
2024
Q3
$630K Buy
+6,400
New +$629K ﹤0.01% 2269
2023
Q3
Sell
-175,000
Closed -$15.3M 4278
2023
Q2
$15.3M Buy
+175,000
New +$14.6M 0.01% 831
2022
Q2
Sell
-10,000
Closed -$937K 4496
2022
Q1
$937K Buy
+10,000
New +$923K ﹤0.01% 2393

Other funds holding XBI

Bank of Montreal's XBI Position: Q2 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 5.4% in Q2 2026, selling an estimated $6.13M and leaving 789,273 shares worth $125M. The position accounts for 0.04% of the portfolio, ranked #338.

Bank of Montreal first reported a position in XBI in Q2 2014 and has held it in 49 quarters since. 692 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Bank of Montreal held 789,273 shares of State Street SPDR S&P Biotech ETF worth $125M as of Q2 2026.
  • Bank of Montreal sold 45,357 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $6.13M.
  • State Street SPDR S&P Biotech ETF made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #338 holding.
  • Bank of Montreal first reported a position in State Street SPDR S&P Biotech ETF in Q2 2014 and has held it in 49 quarters since.
  • 692 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.