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
2026 Q3	$493K	Sell	3,124 -173	-5%	-$27.3K	0.08%	209
2026 Q2	$522K	Buy	+3,297	New	+$446K	0.1%	200
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	–	302
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	–	1122
2020 Q4	$45K	Buy	+325	New	+$41.6K	0.02%	428

Other funds holding XBI

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Interchange Capital Partners's XBI Position: Q3 2026 in Review

Interchange Capital Partners reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 5.2% in Q3 2026, selling an estimated $27.3K and leaving 3,124 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #209.

Interchange Capital Partners first reported a position in XBI in Q4 2020 and has held it in 8 quarters since. The position peaked at $522K in Q2 2026. 582 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Interchange Capital Partners held 3,124 shares of State Street SPDR S&P Biotech ETF worth $493K as of Q3 2026.
Interchange Capital Partners sold 173 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $27.3K.
State Street SPDR S&P Biotech ETF made up 0.08% of Interchange Capital Partners's portfolio in Q3 2026, its #209 holding.
Interchange Capital Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 8 quarters since.
Interchange Capital Partners's State Street SPDR S&P Biotech ETF position peaked at $522K in Q2 2026.
582 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.