Fortitude Family Office’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fortitude Family Office’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 Q3	$221K	Hold	1,400	–	–	0.04%	131
2026 Q2	$222K	Hold	1,400	–	–	0.04%	125
2026 Q1	$179K	Hold	1,400	–	–	0.04%	127
2025 Q4	$171K	Hold	1,400	–	–	0.04%	152
2025 Q3	$140K	Hold	1,400	–	–	0.04%	162
2025 Q2	$116K	Hold	1,400	–	–	0.04%	156
2025 Q1	$114K	Buy	1,400 +100	+8%	+$8.94K	0.04%	142
2024 Q4	$117K	Buy	+1,300	New	+$126K	0.04%	162

Other funds holding XBI

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Fortitude Family Office's XBI Position: Q3 2026 in Review

Fortitude Family Office held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q3 2026 at 1,400 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #131.

Fortitude Family Office first reported a position in XBI in Q4 2024 and has held it in 8 quarters since. The position peaked at $222K in Q2 2026. 127 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Fortitude Family Office held 1,400 shares of State Street SPDR S&P Biotech ETF worth $221K as of Q3 2026.
Fortitude Family Office left its State Street SPDR S&P Biotech ETF share count unchanged in Q3 2026.
State Street SPDR S&P Biotech ETF made up 0.04% of Fortitude Family Office's portfolio in Q3 2026, its #131 holding.
Fortitude Family Office first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 8 quarters since.
Fortitude Family Office's State Street SPDR S&P Biotech ETF position peaked at $222K in Q2 2026.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.