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 Q2	$1.4M	Buy	8,860 +5,783	+188%	+$782K	0.02%	735
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 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

Kestra Private Wealth Services's XBI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P Biotech ETF (XBI) stake by 188% in Q2 2026, buying an estimated $782K and bringing the position to 8,860 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #735.

Kestra Private Wealth Services first reported a position in XBI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.85M in Q1 2024. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Kestra Private Wealth Services held 8,860 shares of State Street SPDR S&P Biotech ETF worth $1.4M as of Q2 2026.
Kestra Private Wealth Services bought 5,783 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $782K.
State Street SPDR S&P Biotech ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #735 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 24 quarters since.
Kestra Private Wealth Services's State Street SPDR S&P Biotech ETF position peaked at $1.85M in Q1 2024.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.