Kingsview Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kingsview Wealth Management’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	$1.09M	Buy	8,539 +2,695	+46%	+$336K	0.01%	662
2025 Q4	$713K	Buy	5,844 +31	+0.5%	+$3.55K	0.01%	731
2025 Q3	$582K	Buy	5,813 +103	+2%	+$9.28K	0.01%	757
2025 Q2	$474K	Sell	5,710 -275	-5%	-$21.9K	0.01%	785
2025 Q1	$485K	Sell	5,985 -365	-6%	-$32.6K	0.01%	731
2024 Q4	$572K	Buy	6,350 +2,388	+60%	+$231K	0.01%	700
2024 Q3	$391K	Buy	3,962 +299	+8%	+$29.4K	0.01%	792
2024 Q2	$340K	Buy	3,663 +168	+5%	+$15.1K	0.01%	802
2024 Q1	$332K	Buy	3,495 +127	+4%	+$11.8K	0.01%	785
2023 Q4	$301K	Sell	3,368 -1,325	-28%	-$98.4K	0.01%	769
2023 Q3	$343K	Sell	4,693 -832	-15%	-$66.5K	0.01%	716
2023 Q2	$460K	Sell	5,525 -3,253	-37%	-$272K	0.02%	620
2023 Q1	$669K	Buy	8,778 +3,284	+60%	+$272K	0.03%	499
2022 Q4	$456K	Sell	5,494 -846	-13%	-$68.5K	0.02%	538
2022 Q3	$503K	Buy	6,340 +335	+6%	+$28.2K	0.02%	504
2022 Q2	$446K	Sell	6,005 -447	-7%	-$33.6K	0.02%	562
2022 Q1	$580K	Buy	6,452 +250	+4%	+$23.1K	0.03%	537
2021 Q4	$694K	Sell	6,202 -421	-6%	-$50.8K	0.03%	497
2021 Q3	$833K	Buy	6,623 +4,174	+170%	+$538K	0.04%	417
2021 Q2	$339K	Buy	+2,449	New	+$322K	0.02%	667
2019 Q3	–	Sell	-54,121	Closed	-$4.75M	–	493
2019 Q2	$4.75M	Buy	+54,121	New	+$4.62M	0.8%	25
2017 Q4	–	Sell	-38,679	Closed	-$3.35M	–	448
2017 Q3	$3.35M	Buy	38,679 +1,966	+5%	+$158K	1.47%	8
2017 Q2	$2.83M	Buy	+36,713	New	+$2.6M	1.46%	7

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

Kingsview Wealth Management's XBI Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 46% in Q1 2026, buying an estimated $336K and bringing the position to 8,539 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #662.

Kingsview Wealth Management first reported a position in XBI in Q2 2017 and has held it in 23 quarters since. The position peaked at $4.75M in Q2 2019. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Kingsview Wealth Management held 8,539 shares of State Street SPDR S&P Biotech ETF worth $1.09M as of Q1 2026.
Kingsview Wealth Management bought 2,695 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $336K.
State Street SPDR S&P Biotech ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #662 holding.
Kingsview Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 23 quarters since.
Kingsview Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $4.75M in Q2 2019.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.