Key Financial Inc’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Key Financial Inc’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	$149K	Hold	1,168	–	–	0.03%	339
2025 Q4	$142K	Buy	1,168 +2	+0.2%	+$229	0.03%	340
2025 Q3	$118K	Hold	1,166	–	–	0.02%	364
2025 Q2	$96.7K	Hold	1,166	–	–	0.02%	389
2025 Q1	$94.5K	Hold	1,166	–	–	0.02%	370
2024 Q4	$105K	Buy	1,166 +400	+52%	+$38.8K	0.02%	340
2024 Q3	$75.6K	Buy	766 +151	+25%	+$14.8K	0.02%	406
2024 Q2	$57.1K	Hold	615	–	–	0.01%	440
2024 Q1	$58.4K	Hold	615	–	–	0.01%	412
2023 Q4	$54.9K	Hold	615	–	–	0.02%	410
2023 Q3	$44.9K	Hold	615	–	–	0.02%	425
2023 Q2	$51.2K	Hold	615	–	–	0.02%	405
2023 Q1	$46.9K	Sell	615 -150	-20%	-$12.4K	0.02%	402
2022 Q4	$60.7K	Hold	765	–	–	0.03%	331
2022 Q3	$61K	Hold	765	–	–	0.03%	333
2022 Q2	$59K	Hold	765	–	–	0.03%	330
2022 Q1	$69K	Buy	765 +500	+189%	+$46.2K	0.03%	320
2021 Q4	$30K	Hold	265	–	–	0.02%	419
2021 Q3	$33K	Hold	265	–	–	0.02%	394
2021 Q2	$33K	Hold	265	–	–	0.02%	404
2021 Q1	$36K	Hold	265	–	–	0.02%	328
2020 Q4	$37K	Buy	+265	New	+$33.9K	0.03%	294
2020 Q2	–	Sell	-265	Closed	-$21K	–	660
2020 Q1	$21K	Buy	+265	New	+$23.5K	0.02%	320

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

Key Financial Inc's XBI Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2026 at 1,168 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #339.

Key Financial Inc first reported a position in XBI in Q1 2020 and has held it in 23 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Key Financial Inc held 1,168 shares of State Street SPDR S&P Biotech ETF worth $149K as of Q1 2026.
Key Financial Inc left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2026.
State Street SPDR S&P Biotech ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #339 holding.
Key Financial Inc first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 23 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.