Fortis Capital Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fortis Capital Advisors’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	$236K	Buy	+1,492	New	+$202K	0.03%	369
2023 Q2	–	Sell	-504	Closed	-$38.4K	–	631
2023 Q1	$38.4K	Buy	504 +50	+11%	+$4.15K	0.02%	314
2022 Q4	$37.7K	Buy	+454	New	+$36.8K	0.02%	329

Other funds holding XBI

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

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

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Fortis Capital Advisors's XBI Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,492 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #369 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in XBI as recently as Q1 2023.

Fortis Capital Advisors first reported a position in XBI in Q4 2022 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Fortis Capital Advisors held 1,492 shares of State Street SPDR S&P Biotech ETF worth $236K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Fortis Capital Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #369 holding.
Fortis Capital Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 3 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.