LNWWM
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Laird Norton Wetherby Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$462K Buy
4,613
+865
+23% +$77.9K 0.02% 614
2025
Q2 		$311K Buy
+3,748
New +$299K 0.01% 710
2024
Q4 		$338K Hold
3,748
– – 0.02% 663
2024
Q3 		$370K Hold
3,748
– – 0.02% 660
2024
Q2 		$347K Buy
+3,748
New +$336K 0.02% 660
2017
Q4 		– Sell
-150
Closed -$13K – 677
2017
Q3 		$13K Buy
+150
New +$12K ﹤0.01% 630

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return