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 Q2	$3.92M	Buy	24,795 +18,925	+322%	+$2.56M	1.19%	29
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 $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

Kercheville Advisors's XBI Position: Q2 2026 in Review

Kercheville Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 322% in Q2 2026, buying an estimated $2.56M and bringing the position to 24,795 shares worth $3.92M. The position accounts for 1.19% of the portfolio, ranked #29.

Kercheville Advisors first reported a position in XBI in Q2 2023 and has held it in 9 quarters since. 934 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Kercheville Advisors held 24,795 shares of State Street SPDR S&P Biotech ETF worth $3.92M as of Q2 2026.
Kercheville Advisors bought 18,925 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.56M.
State Street SPDR S&P Biotech ETF made up 1.19% of Kercheville Advisors's portfolio in Q2 2026, its #29 holding.
Kercheville Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 9 quarters since.
934 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.