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Investment House LLC’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Investment House LLC’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 		$14.2M Sell
89,915
-1,505
-2% -$203K 0.64% 39
2026
Q1 		$11.7M Sell
91,420
-75
-0.1% -$9.36K 0.61% 49
2025
Q4 		$11.2M Sell
91,495
-470
-0.5% -$53.9K 0.53% 55
2025
Q3 		$9.21M Buy
91,965
+42,450
+86% +$3.82M 0.44% 61
2025
Q2 		$4.11M Buy
49,515
+45,365
+1,093% +$3.62M 0.21% 87
2025
Q1 		$337K Buy
+4,150
New +$371K 0.02% 191

Other funds holding XBI

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
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
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
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Investment House LLC's XBI Position: Q2 2026 in Review

Investment House LLC reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 1.6% in Q2 2026, selling an estimated $203K and leaving 89,915 shares worth $14.2M. The position accounts for 0.64% of the portfolio, ranked #39.

Investment House LLC first reported a position in XBI in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Investment House LLC held 89,915 shares of State Street SPDR S&P Biotech ETF worth $14.2M as of Q2 2026.
  • Investment House LLC sold 1,505 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $203K.
  • State Street SPDR S&P Biotech ETF made up 0.64% of Investment House LLC's portfolio in Q2 2026, its #39 holding.
  • Investment House LLC first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.