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Polaris Financial Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Polaris Financial 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 		$378K Buy
+2,379
New +$376K 0.17% 57

Other funds holding XBI

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Polaris Financial Partners's XBI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2026: 2,379 shares worth $378K. The stake represents 0.17% of the portfolio and ranks #57 among its holdings.

5 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Polaris Financial Partners held 2,379 shares of State Street SPDR S&P Biotech ETF worth $378K as of Q3 2026.
  • State Street SPDR S&P Biotech ETF was a new Polaris Financial Partners position in Q3 2026.
  • State Street SPDR S&P Biotech ETF made up 0.17% of Polaris Financial Partners's portfolio in Q3 2026, its #57 holding.
  • 5 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.