SPDR S&P Biotech shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.3M | 14k | 158.25 |
| 2026-03-31 | $1.3M | 10k | 127.73 |
| 2025-12-31 | $1.1M | 8.7k | 121.93 |
| 2025-09-30 | $536k | 5.3k | 100.20 |
| 2025-06-30 | $423k | 5.1k | 82.93 |
| 2025-03-31 | $396k | 4.9k | 81.01 |
| 2024-12-31 | $431k | 4.8k | 90.08 |
| 2024-09-30 | $319k | 3.2k | 98.80 |
| 2024-06-30 | $505k | 5.4k | 92.72 |
| 2024-03-31 | $478k | 5.0k | 94.89 |
| 2023-12-31 | $522k | 5.9k | 89.29 |
| 2023-09-30 | $719k | 6.3k | 113.88 |
| 2023-06-30 | $284k | 3.4k | 83.20 |