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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$1.33M Sell
8,406
-76
-0.9% -$10.3K 0.04% 153
2026
Q1 		$1.08M Sell
8,482
-892
-10% -$111K 0.03% 157
2025
Q4 		$1.14M Sell
9,374
-718
-7% -$82.3K 0.04% 151
2025
Q3 		$1.01M Sell
10,092
-2,342
-19% -$211K 0.03% 157
2025
Q2 		$1.03M Buy
12,434
+995
+9% +$79.4K 0.04% 147
2025
Q1 		$928K Sell
11,439
-1,480
-11% -$132K 0.04% 145
2024
Q4 		$1.16M Sell
12,919
-645
-5% -$62.5K 0.05% 131
2024
Q3 		$1.34M Buy
13,564
+391
+3% +$38.4K 0.06% 122
2024
Q2 		$1.22M Sell
13,173
-171,188
-93% -$15.3M 0.06% 125
2024
Q1 		$17.5M Buy
184,361
+171,247
+1,306% +$15.9M 0.94% 26
2023
Q4 		$1.17M Sell
13,114
-6,479
-33% -$481K 0.07% 125
2023
Q3 		$1.43M Buy
19,593
+99
+0.5% +$7.91K 0.1% 108
2023
Q2 		$1.62M Buy
19,494
+1,321
+7% +$110K 0.11% 100
2023
Q1 		$1.38M Sell
18,173
-3,020
-14% -$251K 0.11% 105
2022
Q4 		$1.76M Sell
21,193
-2,344
-10% -$190K 0.16% 92
2022
Q3 		$1.87M Buy
23,537
+652
+3% +$55K 0.17% 87
2022
Q2 		$1.7M Sell
22,885
-100,619
-81% -$7.55M 0.16% 92
2022
Q1 		$11.1M Buy
123,504
+20,878
+20% +$1.93M 0.91% 32
2021
Q4 		$11.5M Sell
102,626
-3,695
-3% -$446K 0.91% 31
2021
Q3 		$13.4M Buy
106,321
+21,257
+25% +$2.74M 1.73% 16
2021
Q2 		$11.5M Buy
85,064
+9,605
+13% +$1.26M 1.18% 26
2021
Q1 		$10.2M Buy
75,459
+12,046
+19% +$1.8M 1.23% 26
2020
Q4 		$8.93M Buy
63,413
+6,028
+11% +$772K 1.24% 25
2020
Q3 		$6.39M Buy
57,385
+4,531
+9% +$508K 1.36% 23
2020
Q2 		$5.92M Buy
52,854
+15,581
+42% +$1.53M 1.31% 27
2020
Q1 		$2.89M Buy
+37,273
New +$3.3M 0.82% 32

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XBI Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.9% in Q2 2026, selling an estimated $10.3K and leaving 8,406 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #153.

Gerber Kawasaki Wealth & Investment Management first reported a position in XBI in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.5M in Q1 2024. 622 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,406 shares of State Street SPDR S&P Biotech ETF worth $1.33M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 76 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $10.3K.
  • State Street SPDR S&P Biotech ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #153 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 26 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Biotech ETF position peaked at $17.5M in Q1 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.