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
2024 Q4	–	Sell	-300	Closed	-$29.6K	–	301
2024 Q3	$29.6K	Hold	300	–	–	0.01%	273
2024 Q2	$27.8K	Buy	+300	New	+$26.9K	0.01%	276
2023 Q2	–	Sell	-2,500	Closed	-$191K	–	231
2023 Q1	$191K	Buy	+2,500	New	+$207K	0.1%	205

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

Interchange Capital Partners's XBI Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 3,297 shares worth $522K. The stake represents 0.1% of the portfolio and ranks #200 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in XBI as recently as Q2 2025.

Interchange Capital Partners first reported a position in XBI in Q4 2020 and has held it in 7 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Interchange Capital Partners held 3,297 shares of State Street SPDR S&P Biotech ETF worth $522K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Interchange Capital Partners position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.1% of Interchange Capital Partners's portfolio in Q2 2026, its #200 holding.
Interchange Capital Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 7 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.