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 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Lake Hills Wealth Management's XBI Position: Q2 2026 in Review

Lake Hills Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 9.4% in Q2 2026, buying an estimated $1.17M and bringing the position to 100,636 shares worth $15.9M. The position accounts for 7.24% of the portfolio, ranked #3.

Lake Hills Wealth Management first reported a position in XBI in Q2 2024 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Lake Hills Wealth Management held 100,636 shares of State Street SPDR S&P Biotech ETF worth $15.9M as of Q2 2026.
Lake Hills Wealth Management bought 8,663 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.17M.
State Street SPDR S&P Biotech ETF made up 7.24% of Lake Hills Wealth Management's portfolio in Q2 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 3 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.