Latitude Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Latitude Advisors’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	$209K	Buy	+1,318	New	+$178K	0.08%	231
2022 Q2	–	Sell	-6,004	Closed	-$540K	–	325
2022 Q1	$540K	Buy	6,004 +1,651	+38%	+$152K	0.12%	168
2021 Q4	$487K	Buy	4,353 +146	+3%	+$17.6K	0.14%	155
2021 Q3	$529K	Buy	4,207 +2,389	+131%	+$308K	0.17%	128
2021 Q2	$246K	Buy	1,818 +64	+4%	+$8.41K	0.18%	139
2021 Q1	$238K	Buy	1,754 +259	+17%	+$38.8K	0.2%	128
2020 Q4	$210K	Buy	+1,495	New	+$191K	0.19%	125

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

Latitude Advisors's XBI Position: Q2 2026 in Review

Latitude Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,318 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #231 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in XBI as recently as Q1 2022.

Latitude Advisors first reported a position in XBI in Q4 2020 and has held it in 7 quarters since. The position peaked at $540K in Q1 2022. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Latitude Advisors held 1,318 shares of State Street SPDR S&P Biotech ETF worth $209K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Latitude Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.08% of Latitude Advisors's portfolio in Q2 2026, its #231 holding.
Latitude Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 7 quarters since.
Latitude Advisors's State Street SPDR S&P Biotech ETF position peaked at $540K in Q1 2022.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.