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

True North 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	$240K	Buy	+1,515	New	+$205K	0.02%	259
2024 Q1	–	Sell	-3,421	Closed	-$305K	–	221
2023 Q4	$305K	Buy	+3,421	New	+$254K	0.08%	137
2021 Q3	–	Sell	-1,530	Closed	-$207K	–	228
2021 Q2	$207K	Hold	1,530	–	–	0.04%	211
2021 Q1	$207K	Hold	1,530	–	–	0.05%	195
2020 Q4	$215K	Buy	+1,530	New	+$196K	0.06%	180

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

True North Advisors's XBI Position: Q2 2026 in Review

True North Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,515 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings. This is a return to the name: True North Advisors previously reported a position in XBI as recently as Q4 2023.

True North Advisors first reported a position in XBI in Q4 2020 and has held it in 5 quarters since. The position peaked at $305K in Q4 2023. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

True North Advisors held 1,515 shares of State Street SPDR S&P Biotech ETF worth $240K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new True North Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.02% of True North Advisors's portfolio in Q2 2026, its #259 holding.
True North Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 5 quarters since.
True North Advisors's State Street SPDR S&P Biotech ETF position peaked at $305K in Q4 2023.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.