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

Kercheville 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 Q1	$750K	Sell	5,870 -11,850	-67%	-$1.48M	0.24%	59
2025 Q4	$2.33M	Buy	+17,720	New	+$2.03M	0.61%	40
2025 Q2	–	Sell	-5,205	Closed	-$422K	–	113
2025 Q1	$422K	Sell	5,205 -7,770	-60%	-$694K	0.17%	63
2024 Q4	$1.17M	Sell	12,975 -2,750	-17%	-$266K	0.45%	43
2024 Q3	$1.55M	Buy	15,725 +6,045	+62%	+$594K	0.66%	35
2024 Q2	$897K	Buy	9,680 +75	+0.8%	+$6.72K	0.39%	43
2024 Q1	$911K	Buy	+9,605	New	+$891K	0.43%	41
2023 Q3	–	Sell	-2,600	Closed	-$216K	–	78
2023 Q2	$216K	Buy	+2,600	New	+$217K	0.13%	65

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kercheville Advisors's XBI Position: Q1 2026 in Review

Kercheville Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 67% in Q1 2026, selling an estimated $1.48M and leaving 5,870 shares worth $750K. The position accounts for 0.24% of the portfolio, ranked #59.

Kercheville Advisors first reported a position in XBI in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Kercheville Advisors held 5,870 shares of State Street SPDR S&P Biotech ETF worth $750K as of Q1 2026.
Kercheville Advisors sold 11,850 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $1.48M.
State Street SPDR S&P Biotech ETF made up 0.24% of Kercheville Advisors's portfolio in Q1 2026, its #59 holding.
Kercheville Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 8 quarters since.
Kercheville Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.33M in Q4 2025.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.