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Kestra Private Wealth Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kestra Private Wealth Services’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 		$393K Sell
3,077
-451
-13% -$56.3K ﹤0.01% 1320
2025
Q4 		$430K Sell
3,528
-163
-4% -$18.7K 0.01% 1254
2025
Q3 		$370K Sell
3,691
-143
-4% -$12.9K ﹤0.01% 1250
2025
Q2 		$318K Sell
3,834
-13,637
-78% -$1.09M ﹤0.01% 1251
2025
Q1 		$1.42M Sell
17,471
-614
-3% -$54.9K 0.02% 555
2024
Q4 		$1.63M Sell
18,085
-600
-3% -$58.1K 0.03% 491
2024
Q3 		$1.85M Sell
18,685
-97
-0.5% -$9.53K 0.03% 446
2024
Q2 		$1.74M Sell
18,782
-700
-4% -$62.8K 0.03% 425
2024
Q1 		$1.85M Buy
19,482
+475
+2% +$44.1K 0.04% 396
2023
Q4 		$1.7M Buy
19,007
+14,453
+317% +$1.07M 0.04% 387
2023
Q3 		$333K Buy
4,554
+574
+14% +$45.9K 0.01% 822
2023
Q2 		$331K Buy
3,980
+260
+7% +$21.7K 0.01% 783
2023
Q1 		$284K Buy
3,720
+108
+3% +$8.96K 0.01% 802
2022
Q4 		$300K Sell
3,612
-466
-11% -$37.7K 0.02% 673
2022
Q3 		$323K Buy
4,078
+333
+9% +$28.1K 0.02% 624
2022
Q2 		$278K Sell
3,745
-758
-17% -$56.9K 0.02% 680
2022
Q1 		$405K Buy
4,503
+1,822
+68% +$168K 0.02% 646
2021
Q4 		$300K Buy
2,681
+261
+11% +$31.5K 0.01% 762
2021
Q3 		$304K Sell
2,420
-4,250
-64% -$547K 0.02% 702
2021
Q2 		$903K Sell
6,670
-8
-0.1% -$1.05K 0.05% 355
2021
Q1 		$906K Sell
6,678
-634
-9% -$94.9K 0.06% 312
2020
Q4 		$1.05M Sell
7,312
-1,149
-14% -$147K 0.08% 256
2020
Q3 		$934K Buy
+8,461
New +$949K 0.08% 252

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Private Wealth Services's XBI Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 13% in Q1 2026, selling an estimated $56.3K and leaving 3,077 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Kestra Private Wealth Services first reported a position in XBI in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.85M in Q1 2024. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Kestra Private Wealth Services held 3,077 shares of State Street SPDR S&P Biotech ETF worth $393K as of Q1 2026.
  • Kestra Private Wealth Services sold 451 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $56.3K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1320 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's State Street SPDR S&P Biotech ETF position peaked at $1.85M in Q1 2024.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.