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Perkins Coie Trust Company’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Perkins Coie Trust Company’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 		$667K Sell
4,214
-63
-1% -$8.52K 0.11% 73
2026
Q1 		$546K Hold
4,277
– – 0.11% 72
2025
Q4 		$521K Hold
4,277
– – 0.1% 73
2025
Q3 		$429K Sell
4,277
-100
-2% -$9.01K 0.08% 76
2025
Q2 		$363K Sell
4,377
-450
-9% -$35.9K 0.06% 88
2025
Q1 		$391K Sell
4,827
-1,550
-24% -$139K 0.09% 82
2024
Q4 		$574K Sell
6,377
-371
-5% -$35.9K 0.13% 77
2024
Q3 		$667K Sell
6,748
-149
-2% -$14.6K 0.15% 75
2024
Q2 		$639K Hold
6,897
– – 0.15% 72
2024
Q1 		$654K Sell
6,897
-691
-9% -$64.1K 0.15% 71
2023
Q4 		$678K Sell
7,588
-3,788
-33% -$281K 0.17% 69
2023
Q3 		$831K Sell
11,376
-36,920
-76% -$2.95M 0.23% 64
2023
Q2 		$4.02M Buy
48,296
+359
+0.7% +$30K 1.14% 25
2023
Q1 		$3.65M Buy
47,937
+4,168
+10% +$346K 1.09% 32
2022
Q4 		$3.63M Buy
43,769
+1,100
+3% +$89.1K 1.16% 34
2022
Q3 		$3.38M Buy
42,669
+1,314
+3% +$111K 1.3% 30
2022
Q2 		$3.07M Buy
41,355
+2,228
+6% +$167K 1.12% 37
2022
Q1 		$3.52M Buy
39,127
+321
+0.8% +$29.6K 1.09% 39
2021
Q4 		$4.34M Buy
38,806
+2,446
+7% +$295K 1.27% 32
2021
Q3 		$4.57M Buy
36,360
+56
+0.2% +$7.21K 1.43% 27
2021
Q2 		$4.92M Buy
36,304
+602
+2% +$79.1K 1.51% 23
2021
Q1 		$4.84M Sell
35,702
-1,308
-4% -$196K 1.61% 17
2020
Q4 		$5.21M Buy
37,010
+809
+2% +$104K 1.78% 13
2020
Q3 		$4.03M Sell
36,201
-267
-0.7% -$29.9K 1.61% 16
2020
Q2 		$4.08M Buy
36,468
+1,819
+5% +$179K 1.68% 15
2020
Q1 		$2.68M Sell
34,649
-937
-3% -$83K 1.37% 23
2019
Q4 		$3.38M Buy
35,586
+2,010
+6% +$174K 1.39% 21
2019
Q3 		$2.56M Buy
33,576
+92
+0.3% +$7.65K 1.13% 32
2019
Q2 		$2.94M Sell
33,484
-547
-2% -$46.7K 1.33% 24
2019
Q1 		$3.08M Sell
34,031
-590
-2% -$50.2K 1.43% 20
2018
Q4 		$2.48M Buy
34,621
+136
+0.4% +$11K 1.3% 25
2018
Q3 		$3.31M Buy
34,485
+119
+0.3% +$11.5K 1.53% 16
2018
Q2 		$3.27M Sell
34,366
-169
-0.5% -$15.5K 1.62% 13
2018
Q1 		$3.03M Buy
34,535
+636
+2% +$58.1K 1.5% 19
2017
Q4 		$2.88M Sell
33,899
-4,910
-13% -$411K 1.44% 20
2017
Q3 		$3.36M Sell
38,809
-787
-2% -$63.1K 1.74% 10
2017
Q2 		$3.06M Buy
39,596
+583
+1% +$41.3K 1.64% 12
2017
Q1 		$2.71M Buy
39,013
+10
+0% +$672 1.59% 14
2016
Q4 		$2.31M Sell
39,003
-362
-0.9% -$22.3K 1.4% 22
2016
Q3 		$2.61M Buy
39,365
+2,000
+5% +$124K 1.66% 10
2016
Q2 		$2.02M Buy
37,365
+2,630
+8% +$144K 1.33% 28
2016
Q1 		$1.79M Sell
34,735
-924
-3% -$48K 1.22% 32
2015
Q4 		$2.5M Buy
35,659
+503
+1% +$34.3K 1.88% 10
2015
Q3 		$2.19M Sell
35,156
-322
-0.9% -$25.4K 1.76% 14
2015
Q2 		$2.98M Sell
35,478
-150
-0.4% -$11.7K 2.25% 5
2015
Q1 		$2.68M Sell
35,628
-795
-2% -$55.5K 2.06% 5
2014
Q4 		$2.26M Sell
36,423
-276
-0.8% -$15.7K 1.8% 16
2014
Q3 		$1.91M Sell
36,699
-408
-1% -$20.8K 1.6% 25
2014
Q2 		$1.91M Sell
37,107
-252
-0.7% -$11.4K 1.78% 22
2014
Q1 		$1.77M Sell
37,359
-2,514
-6% -$129K 1.71% 26
2013
Q4 		$1.73M Buy
+39,873
New +$1.65M 1.7% 25

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Perkins Coie Trust Company's XBI Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 1.5% in Q2 2026, selling an estimated $8.52K and leaving 4,214 shares worth $667K. The position accounts for 0.11% of the portfolio, ranked #73.

Perkins Coie Trust Company first reported a position in XBI in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.21M in Q4 2020. 260 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Perkins Coie Trust Company held 4,214 shares of State Street SPDR S&P Biotech ETF worth $667K as of Q2 2026.
  • Perkins Coie Trust Company sold 63 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $8.52K.
  • State Street SPDR S&P Biotech ETF made up 0.11% of Perkins Coie Trust Company's portfolio in Q2 2026, its #73 holding.
  • Perkins Coie Trust Company first reported a position in State Street SPDR S&P Biotech ETF in Q4 2013 and has held it in 51 quarters since.
  • Perkins Coie Trust Company's State Street SPDR S&P Biotech ETF position peaked at $5.21M in Q4 2020.
  • 260 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.