Kingswood Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kingswood Wealth Advisors’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	$2.27M	Buy	14,370 +4,235	+42%	+$573K	0.09%	230
2026 Q1	$1.29M	Buy	10,135 +1,458	+17%	+$182K	0.06%	316
2025 Q4	$1.06M	Buy	8,677 +3,328	+62%	+$382K	0.05%	340
2025 Q3	$536K	Buy	5,349 +246	+5%	+$22.2K	0.03%	463
2025 Q2	$423K	Buy	5,103 +214	+4%	+$17.1K	0.03%	460
2025 Q1	$396K	Buy	4,889 +102	+2%	+$9.12K	0.04%	462
2024 Q4	$431K	Buy	4,787 +1,557	+48%	+$151K	0.03%	487
2024 Q3	$319K	Sell	3,230 -2,213	-41%	-$217K	0.02%	561
2024 Q2	$505K	Buy	5,443 +411	+8%	+$36.9K	0.05%	385
2024 Q1	$477K	Sell	5,032 -818	-14%	-$75.9K	0.06%	362
2023 Q4	$522K	Sell	5,850 -465	-7%	-$34.5K	0.06%	337
2023 Q3	$719K	Buy	6,315 +2,901	+85%	+$232K	0.12%	188
2023 Q2	$284K	Buy	+3,414	New	+$286K	0.09%	204

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

Kingswood Wealth Advisors's XBI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 42% in Q2 2026, buying an estimated $573K and bringing the position to 14,370 shares worth $2.27M. The position accounts for 0.09% of the portfolio, ranked #230.

Kingswood Wealth Advisors first reported a position in XBI in Q2 2023 and has held it in 13 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Kingswood Wealth Advisors held 14,370 shares of State Street SPDR S&P Biotech ETF worth $2.27M as of Q2 2026.
Kingswood Wealth Advisors bought 4,235 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $573K.
State Street SPDR S&P Biotech ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #230 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 13 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.