Kayne Anderson Rudnick Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kayne Anderson Rudnick 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	$46K	Hold	291	–	–	﹤0.01%	635
2026 Q1	$37.2K	Buy	291 +111	+62%	+$13.9K	﹤0.01%	607
2025 Q4	$22K	Hold	180	–	–	﹤0.01%	656
2025 Q3	$18K	Hold	180	–	–	﹤0.01%	683
2025 Q2	$14.9K	Hold	180	–	–	﹤0.01%	692
2025 Q1	$14.6K	Hold	180	–	–	﹤0.01%	670
2024 Q4	$16.2K	Hold	180	–	–	﹤0.01%	650
2024 Q3	$17.8K	Buy	+180	New	+$17.7K	﹤0.01%	625
2021 Q1	–	Sell	-9	Closed	-$1K	–	733
2020 Q4	$1K	Buy	+9	New	+$1.15K	﹤0.01%	673

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

Kayne Anderson Rudnick Investment Management's XBI Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 291 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Kayne Anderson Rudnick Investment Management first reported a position in XBI in Q4 2020 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 291 shares of State Street SPDR S&P Biotech ETF worth $46K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #635 holding.
Kayne Anderson Rudnick Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.