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

LHM Inc’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	$9.26M	Sell	58,514 -15,246	-21%	-$2.06M	3.16%	9
2026 Q1	$9.42M	Sell	73,760 -9,978	-12%	-$1.25M	3.71%	7
2025 Q4	$10.2M	Sell	83,738 -35,802	-30%	-$4.1M	3.8%	5
2025 Q3	$12M	Sell	119,540 -23,426	-16%	-$2.11M	3.96%	4
2025 Q2	$11.9M	Sell	142,966 -856	-0.6%	-$68.3K	3.93%	5
2025 Q1	$11.7M	Buy	143,822 +19,834	+16%	+$1.77M	3.87%	3
2024 Q4	$11.2M	Buy	123,988 +28,226	+29%	+$2.73M	3.55%	5
2024 Q3	$9.46M	Buy	95,762 +18,520	+24%	+$1.82M	2.98%	4
2024 Q2	$7.16M	Buy	77,242 +39,828	+106%	+$3.57M	3.02%	4
2024 Q1	$3.55M	Buy	37,414 +18,240	+95%	+$1.69M	2.51%	6
2023 Q4	$1.71M	Buy	+19,174	New	+$1.42M	1.42%	4

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

LHM Inc's XBI Position: Q2 2026 in Review

LHM Inc reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 21% in Q2 2026, selling an estimated $2.06M and leaving 58,514 shares worth $9.26M. The position accounts for 3.16% of the portfolio, ranked #9.

LHM Inc first reported a position in XBI in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q3 2025. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

LHM Inc held 58,514 shares of State Street SPDR S&P Biotech ETF worth $9.26M as of Q2 2026.
LHM Inc sold 15,246 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.06M.
State Street SPDR S&P Biotech ETF made up 3.16% of LHM Inc's portfolio in Q2 2026, its #9 holding.
LHM Inc first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 11 quarters since.
LHM Inc's State Street SPDR S&P Biotech ETF position peaked at $12M in Q3 2025.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.