Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-83,096
Closed -$8.33M – 1351
2025
Q3 		$8.33M Buy
83,096
+363
+0.4% +$32.7K 0.03% 360
2025
Q2 		$6.86M Buy
82,733
+11,570
+16% +$923K 0.03% 381
2025
Q1 		$5.77M Buy
71,163
+14,084
+25% +$1.26M 0.03% 382
2024
Q4 		$5.14M Buy
57,079
+201
+0.4% +$19.5K 0.03% 392
2024
Q3 		$5.56M Buy
56,878
+218
+0.4% +$21.4K 0.04% 327
2024
Q2 		$5.25M Buy
56,660
+3,954
+8% +$355K 0.04% 278
2024
Q1 		$5M Buy
52,706
+852
+2% +$79.1K 0.06% 203
2023
Q4 		$4.63M Sell
51,854
-17,153
-25% -$1.27M 0.08% 162
2023
Q3 		$5.04M Buy
69,007
+5,856
+9% +$468K 0.09% 136
2023
Q2 		$5.25M Sell
63,151
-4,335
-6% -$363K 0.08% 137
2023
Q1 		$5.14M Sell
67,486
-10,775
-14% -$894K 0.09% 146
2022
Q4 		$6.5M Buy
78,261
+14,179
+22% +$1.15M 0.13% 112
2022
Q3 		$5.08M Buy
64,082
+3,399
+6% +$287K 0.12% 140
2022
Q2 		$4.51M Buy
60,683
+1,388
+2% +$104K 0.1% 160
2022
Q1 		$5.33M Buy
59,295
+28,195
+91% +$2.6M 0.1% 151
2021
Q4 		$4.38M Buy
31,100
+2,454
+9% +$296K 0.1% 140
2021
Q3 		$3.6M Sell
28,646
-2,030
-7% -$261K 0.07% 183
2021
Q2 		$4.15M Buy
30,676
+3,066
+11% +$403K 0.08% 175
2021
Q1 		$3.75M Sell
27,610
-3,435
-11% -$514K 0.09% 157
2020
Q4 		$4.37M Sell
31,045
-2,195
-7% -$281K 0.11% 134
2020
Q3 		$3.7M Sell
33,240
-2,020
-6% -$226K 0.1% 138
2020
Q2 		$3.95M Sell
35,260
-9,135
-21% -$900K 0.12% 122
2020
Q1 		$3.44M Buy
44,395
+3,855
+10% +$341K 0.12% 125
2019
Q4 		$3.86M Sell
40,540
-20
-0% -$1.73K 0.11% 130
2019
Q3 		$3.09M Buy
40,560
+85
+0.2% +$7.06K 0.1% 152
2019
Q2 		$3.55M Sell
40,475
-385
-0.9% -$32.8K 0.11% 140
2019
Q1 		$3.7M Buy
+40,860
New +$3.48M 0.12% 132
2017
Q4 		– Sell
-3,000
Closed -$260K – 165
2017
Q3 		$260K Sell
3,000
-700
-19% -$56.1K 0.01% 144
2017
Q2 		$286K Sell
3,700
-3,400
-48% -$241K 0.02% 139
2017
Q1 		$492K Buy
+7,100
New +$477K 0.03% 98

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Kovitz Investment Group Partners's XBI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2025, closing a stake of 83,096 shares — an estimated $8.33M sold.

Kovitz Investment Group Partners first reported a position in XBI in Q1 2017 and held it in 30 quarters. The position peaked at $8.33M in Q3 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 83,096 State Street SPDR S&P Biotech ETF shares in Q4 2025, an estimated $8.33M.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2017 and held it in 30 quarters.
  • Kovitz Investment Group Partners's State Street SPDR S&P Biotech ETF position peaked at $8.33M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.