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Interchange Capital Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Interchange Capital Partners’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
2025
Q3 		– Sell
-3,452
Closed -$286K – 372
2025
Q2 		$286K Buy
3,452
+780
+29% +$62.2K 0.07% 226
2025
Q1 		$217K Buy
+2,672
New +$239K 0.06% 251
2024
Q4 		– Sell
-3,486
Closed -$344K – 303
2024
Q3 		$344K Sell
3,486
-5
-0.1% -$491 0.12% 183
2024
Q2 		$324K Buy
+3,491
New +$313K 0.12% 183
2023
Q2 		– Sell
-1,272
Closed -$96.9K – 232
2023
Q1 		$96.9K Buy
+1,272
New +$106K 0.05% 211
2021
Q1 		– Sell
-325
Closed -$45K – 1124
2020
Q4 		$45K Buy
+325
New +$41.6K 0.02% 428

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return