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United Capital Management of KS’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

United Capital Management of KS’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 		$22.6M Buy
142,599
+1,095
+0.8% +$148K 2.96% 8
2026
Q1 		$18.1M Sell
141,504
-44,641
-24% -$5.57M 2.74% 10
2025
Q4 		$22.7M Sell
186,145
-2,384
-1% -$273K 3.18% 6
2025
Q3 		$18.9M Buy
188,529
+4,182
+2% +$377K 2.57% 8
2025
Q2 		$15.3M Buy
184,347
+5,110
+3% +$408K 2.4% 11
2025
Q1 		$14.5M Buy
179,237
+6,122
+4% +$547K 3% 8
2024
Q4 		$15.6M Buy
173,115
+2,588
+2% +$251K 2.84% 8
2024
Q3 		$16.8M Buy
170,527
+33,044
+24% +$3.25M 3.66% 5
2024
Q2 		$12.7M Buy
137,483
+5,245
+4% +$470K 2.81% 12
2024
Q1 		$12.5M Buy
132,238
+28,190
+27% +$2.62M 2.87% 11
2023
Q4 		$9.29M Buy
104,048
+1,831
+2% +$136K 2.81% 8
2023
Q3 		$7.46M Buy
102,217
+2,081
+2% +$166K 2.54% 10
2023
Q2 		$8.33M Buy
100,136
+9,593
+11% +$802K 2.67% 8
2023
Q1 		$6.9M Buy
90,543
+1,578
+2% +$131K 2.57% 7
2022
Q4 		$7.38M Buy
88,965
+18,344
+26% +$1.49M 3.05% 6
2022
Q3 		$5.6M Buy
70,621
+764
+1% +$64.4K 2.62% 7
2022
Q2 		$5.19M Buy
69,857
+661
+1% +$49.6K 2.44% 7
2022
Q1 		$6.22M Buy
69,196
+33,888
+96% +$3.13M 2.41% 10
2021
Q4 		$3.95M Buy
35,308
+3,839
+12% +$463K 1.48% 29
2021
Q3 		$3.96M Buy
31,469
+2,577
+9% +$332K 1.62% 24
2021
Q2 		$3.91M Buy
28,892
+1,840
+7% +$242K 1.6% 23
2021
Q1 		$3.67M Buy
27,052
+1,271
+5% +$190K 1.69% 21
2020
Q4 		$3.63M Buy
25,781
+1,222
+5% +$157K 1.66% 20
2020
Q3 		$2.74M Buy
24,559
+2,038
+9% +$228K 1.43% 27
2020
Q2 		$2.52M Sell
22,521
-290
-1% -$28.6K 1.47% 25
2020
Q1 		$1.77M Buy
22,811
+3,545
+18% +$314K 1.49% 28
2019
Q4 		$1.83M Buy
19,266
+1,735
+10% +$150K 1.16% 31
2019
Q3 		$1.34M Buy
17,531
+1,339
+8% +$111K 0.98% 37
2019
Q2 		$1.43M Buy
16,192
+813
+5% +$69.3K 1.08% 32
2019
Q1 		$1.32M Buy
15,379
+1,329
+9% +$113K 1.03% 33
2018
Q4 		$1.01M Buy
14,050
+239
+2% +$19.3K 0.94% 40
2018
Q3 		$1.32M Buy
+13,811
New +$1.34M 1.06% 30

Other funds holding XBI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

United Capital Management of KS's XBI Position: Q2 2026 in Review

United Capital Management of KS increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.77% in Q2 2026, buying an estimated $148K and bringing the position to 142,599 shares worth $22.6M. The position accounts for 2.96% of the portfolio, ranked #8.

United Capital Management of KS first reported a position in XBI in Q3 2018 and has held it in 32 quarters since. The position peaked at $22.7M in Q4 2025. 601 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • United Capital Management of KS held 142,599 shares of State Street SPDR S&P Biotech ETF worth $22.6M as of Q2 2026.
  • United Capital Management of KS bought 1,095 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $148K.
  • State Street SPDR S&P Biotech ETF made up 2.96% of United Capital Management of KS's portfolio in Q2 2026, its #8 holding.
  • United Capital Management of KS first reported a position in State Street SPDR S&P Biotech ETF in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's State Street SPDR S&P Biotech ETF position peaked at $22.7M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.