Lake Hills Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Lake Hills 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
2026 Q3	$16M	Buy	101,543 +907	+0.9%	+$143K	7.36%	3
2026 Q2	$15.9M	Buy	100,636 +8,663	+9%	+$1.17M	7.24%	3
2026 Q1	$11.7M	Buy	+91,973	New	+$11.5M	6.57%	3
2024 Q3	–	Sell	-22,360	Closed	-$2.07M	–	57
2024 Q2	$2.07M	Buy	+22,360	New	+$2M	1.49%	26

Other funds holding XBI

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Lake Hills Wealth Management's XBI Position: Q3 2026 in Review

Lake Hills Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 0.9% in Q3 2026, buying an estimated $143K and bringing the position to 101,543 shares worth $16M. The position accounts for 7.36% of the portfolio, ranked #3.

Lake Hills Wealth Management first reported a position in XBI in Q2 2024 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Lake Hills Wealth Management held 101,543 shares of State Street SPDR S&P Biotech ETF worth $16M as of Q3 2026.
Lake Hills Wealth Management bought 907 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $143K.
State Street SPDR S&P Biotech ETF made up 7.36% of Lake Hills Wealth Management's portfolio in Q3 2026, its #3 holding.
Lake Hills Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2024 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Lake Hills Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.