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 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

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

Fortitude Family Office's XBI Position: Q2 2026 in Review

Fortitude Family Office held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 1,400 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #125.

Fortitude Family Office first reported a position in XBI in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Fortitude Family Office held 1,400 shares of State Street SPDR S&P Biotech ETF worth $222K as of Q2 2026.
Fortitude Family Office left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.04% of Fortitude Family Office's portfolio in Q2 2026, its #125 holding.
Fortitude Family Office first reported a position in State Street SPDR S&P Biotech ETF in Q4 2024 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.