LMKC
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L.M. Kohn & Company’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

L.M. Kohn & 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
2025
Q3 		$265K Sell
2,640
-126
-5% -$11.3K 0.32% 92
2025
Q2 		$229K Buy
2,766
+94
+4% +$7.5K 0.06% 243
2025
Q1 		$217K Buy
2,672
+100
+4% +$8.94K 0.06% 253
2024
Q4 		$232K Buy
2,572
+25
+1% +$2.42K 0.06% 229
2024
Q3 		$252K Hold
2,547
– – 0.06% 230
2024
Q2 		$236K Sell
2,547
-131
-5% -$11.7K 0.06% 233
2024
Q1 		$254K Hold
2,678
– – 0.07% 218
2023
Q4 		$239K Sell
2,678
-71
-3% -$5.27K 0.08% 203
2023
Q3 		$201K Sell
2,749
-28
-1% -$2.24K 0.07% 212
2023
Q2 		$231K Hold
2,777
– – 0.09% 196
2023
Q1 		$212K Sell
2,777
-242
-8% -$20.1K 0.09% 195
2022
Q4 		$251K Sell
3,019
-310
-9% -$25.1K 0.12% 178
2022
Q3 		$265K Sell
3,329
-275
-8% -$23.2K 0.13% 162
2022
Q2 		$268K Buy
3,604
+234
+7% +$17.6K 0.13% 179
2022
Q1 		$303K Buy
+3,370
New +$311K 0.12% 185

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

L.M. Kohn & Company's XBI Position: Q3 2025 in Review

L.M. Kohn & Company reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4.6% in Q3 2025, selling an estimated $11.3K and leaving 2,640 shares worth $265K. The position accounts for 0.32% of the portfolio, ranked #92.

L.M. Kohn & Company first reported a position in XBI in Q1 2022 and has held it in 15 quarters since. The position peaked at $303K in Q1 2022. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • L.M. Kohn & Company held 2,640 shares of State Street SPDR S&P Biotech ETF worth $265K as of Q3 2025.
  • L.M. Kohn & Company sold 126 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $11.3K.
  • State Street SPDR S&P Biotech ETF made up 0.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #92 holding.
  • L.M. Kohn & Company first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's State Street SPDR S&P Biotech ETF position peaked at $303K in Q1 2022.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.