LHM Inc’s SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9M Sell
142,966
-856
-0.6% -$71K 3.93% 5
2025
Q1
$11.7M Buy
143,822
+19,834
+16% +$1.61M 3.87% 3
2024
Q4
$11.2M Buy
123,988
+28,226
+29% +$2.54M 3.55% 5
2024
Q3
$9.46M Buy
95,762
+18,520
+24% +$1.83M 2.98% 4
2024
Q2
$7.16M Buy
77,242
+39,828
+106% +$3.69M 3.02% 4
2024
Q1
$3.55M Buy
37,414
+18,240
+95% +$1.73M 2.51% 6
2023
Q4
$1.71M Buy
+19,174
New +$1.71M 1.42% 4