XBI β€” SPDR S&P Biotech ETF

Ownership history in Knott David M Jr  Β·  12 quarters on record

AI Ownership Summary

Knott David M Jr reported SPDR S&P Biotech ETF (XBI) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q4. The latest visible filing shows XBI at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Knott David M Jr's position in SPDR S&P Biotech ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XBI was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Knott David M Jr held XBI β€” position size vs. price
% of Fund (quarterly)    XBI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,000 +8,000 +160.0% 0.73% $1.6M 2026-02-14 (Est.) $122.86
2025 Q3 ADDED 5,000 +2,000 +66.7% 0.20% $501K 2025-11-12 $113.73
2025 Q2 REDUCED 3,000 -10,643 -78.0% 0.11% $249K 2025-08-11 $84.86
2025 Q1 ADDED 13,643 +3,643 +36.4% 0.52% $1.1M 2025-05-12 $79.16
2024 Q4 UNCHANGED 10,000 β€” 0% 0.33% $901K 2025-02-12 $89.64
2024 Q3 REDUCED 10,000 -4,000 -28.6% 0.35% $988K 2024-11-13 $99.63
2024 Q2 REDUCED 14,000 -2,000 -12.5% 0.52% $1.3M 2024-08-12 $95.44
2024 Q1 ADDED 16,000 +13,000 +433.3% 0.54% $1.5M 2024-05-14 $90.31
2023 Q4 ADDED 3,000 +2,200 +275.0% 0.10% $268K 2024-02-13 $88.26
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XBI

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 1.34% Byrne Asset Management LLC 3Y 0.69% Hilltop National Bank 0.0%

FAQ About Knott David M Jr and XBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Knott David M Jr reported owning XBI?

Knott David M Jr reported XBI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XBI position in Knott David M Jr's portfolio?

The largest reported portfolio weight for XBI was 0.73% in 2025 Q4.

What is the latest reported XBI position on this page?

The most recent filing on this page is 2025 Q4, when Knott David M Jr reported 13,000 shares, equal to 0.73% of portfolio, with an estimated market value of $1.6M.

What does the chart on this XBI ownership page compare?

The chart compares Knott David M Jr's quarterly XBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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