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

KCM Investment 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	$2.04M	Buy	12,879 +9,346	+265%	+$1.26M	0.06%	162
2026 Q1	$451K	Buy	3,533 +1,659	+89%	+$207K	0.02%	283
2025 Q4	$228K	Buy	+1,874	New	+$215K	0.01%	370
2021 Q3	–	Sell	-1,651	Closed	-$224K	–	403
2021 Q2	$224K	Sell	1,651 -875	-35%	-$115K	0.01%	364
2021 Q1	$343K	Buy	2,526 +300	+13%	+$44.9K	0.02%	296
2020 Q4	$313K	Hold	2,226	–	–	0.02%	285
2020 Q3	$248K	Hold	2,226	–	–	0.01%	287
2020 Q2	$249K	Buy	+2,226	New	+$219K	0.01%	295
2019 Q1	–	Sell	-5,710	Closed	-$410K	–	363
2018 Q4	$410K	Hold	5,710	–	–	0.03%	366
2018 Q3	$547K	Hold	5,710	–	–	0.03%	338
2018 Q2	$544K	Sell	5,710 -1,705	-23%	-$157K	0.03%	334
2018 Q1	$651K	Sell	7,415 -813	-10%	-$74.2K	0.04%	320
2017 Q4	$698K	Buy	8,228 +1,571	+24%	+$132K	0.04%	308
2017 Q3	$576K	Sell	6,657 -2,884	-30%	-$231K	0.04%	326
2017 Q2	$736K	Sell	9,541 -2,501	-21%	-$177K	0.05%	291
2017 Q1	$835K	Buy	12,042 +6,102	+103%	+$410K	0.05%	272
2016 Q4	$352K	Buy	5,940 +150	+3%	+$9.26K	0.02%	410
2016 Q3	$384K	Buy	5,790 +1,175	+25%	+$72.7K	0.03%	411
2016 Q2	$250K	Hold	4,615	–	–	0.02%	467
2016 Q1	$238K	Hold	4,615	–	–	0.02%	469
2015 Q4	$324K	Hold	4,615	–	–	0.03%	398
2015 Q3	$287K	Sell	4,615 -2,999	-39%	-$236K	0.02%	424
2015 Q2	$640K	Sell	7,614 -3,000	-28%	-$233K	0.05%	314
2015 Q1	$798K	Hold	10,614	–	–	0.06%	273
2014 Q4	$660K	Buy	10,614 +6	+0.1%	+$342	0.06%	294
2014 Q3	$552K	Hold	10,608	–	–	0.05%	302
2014 Q2	$545K	Hold	10,608	–	–	0.05%	301
2014 Q1	$504K	Hold	10,608	–	–	0.05%	290
2013 Q4	$460K	Hold	10,608	–	–	0.05%	296
2013 Q3	$457K	Buy	+10,608	New	+$430K	0.05%	293

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

KCM Investment Advisors's XBI Position: Q2 2026 in Review

KCM Investment Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 265% in Q2 2026, buying an estimated $1.26M and bringing the position to 12,879 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #162.

KCM Investment Advisors first reported a position in XBI in Q3 2013 and has held it in 30 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

KCM Investment Advisors held 12,879 shares of State Street SPDR S&P Biotech ETF worth $2.04M as of Q2 2026.
KCM Investment Advisors bought 9,346 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR S&P Biotech ETF made up 0.06% of KCM Investment Advisors's portfolio in Q2 2026, its #162 holding.
KCM Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2013 and has held it in 30 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.