Keystone Investors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Keystone Investors’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 Q4	$12M	Buy	+98,600	New	+$11.3M	1.08%	22
2023 Q1	–	Sell	-7,426	Closed	-$616K	–	53
2022 Q4	$616K	Buy	+7,426	New	+$601K	0.29%	30

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Keystone Investors's XBI Position: Q4 2025 in Review

Keystone Investors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q4 2025: 98,600 shares worth $12M. The stake represents 1.08% of the portfolio and ranks #22 among its holdings. This is a return to the name: Keystone Investors previously reported a position in XBI as recently as Q4 2022.

Keystone Investors first reported a position in XBI in Q4 2022 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

Keystone Investors held 98,600 shares of State Street SPDR S&P Biotech ETF worth $12M as of Q4 2025.
State Street SPDR S&P Biotech ETF was a new Keystone Investors position in Q4 2025.
State Street SPDR S&P Biotech ETF made up 1.08% of Keystone Investors's portfolio in Q4 2025, its #22 holding.
Keystone Investors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 2 quarters since.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.