Kessler Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kessler Investment Group’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
2025 Q1	–	Sell	-16	Closed	-$1.53K	–	222
2024 Q4	$1.53K	Sell	16 -2	-11%	-$194	﹤0.01%	153
2024 Q3	$1.82K	Sell	18 -4,176	-100%	-$410K	﹤0.01%	151
2024 Q2	$389K	Buy	+4,194	New	+$376K	0.21%	60
2023 Q1	–	Sell	-14,027	Closed	-$1.16M	–	184
2022 Q4	$1.16M	Sell	14,027 -1,362	-9%	-$110K	1.23%	22
2022 Q3	$1.22M	Buy	+15,389	New	+$1.3M	1.01%	29
2021 Q4	–	Sell	-226	Closed	-$29K	–	192
2021 Q3	$29K	Sell	226 -8,436	-97%	-$1.09M	0.02%	109
2021 Q2	$1.17M	Buy	8,662 +3,137	+57%	+$412K	0.93%	34
2021 Q1	$749K	Sell	5,525 -37	-0.7%	-$5.54K	0.99%	21
2020 Q4	$783K	Buy	5,562 +5	+0.1%	+$640	0.84%	27
2020 Q3	$619K	Sell	5,557 -3,124	-36%	-$350K	0.69%	28
2020 Q2	$972K	Buy	+8,681	New	+$855K	1.18%	27

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Kessler Investment Group's XBI Position: Q1 2025 in Review

Kessler Investment Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2025, closing a stake of 16 shares — an estimated $1.53K sold.

Kessler Investment Group first reported a position in XBI in Q2 2020 and held it in 11 quarters. The position peaked at $1.22M in Q3 2022. 685 funds tracked by Wall St. Rank hold XBI as of Q1 2025.

Kessler Investment Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2025 after selling out during the quarter.
Kessler Investment Group sold 16 State Street SPDR S&P Biotech ETF shares in Q1 2025, an estimated $1.53K.
Kessler Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and held it in 11 quarters.
Kessler Investment Group's State Street SPDR S&P Biotech ETF position peaked at $1.22M in Q3 2022.
685 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2025.

Based on Kessler Investment Group's 13F filing for Q1 2025, filed 24 Apr 2025.