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 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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LHM Inc's XBI Position: Q1 2026 in Review

LHM Inc reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 12% in Q1 2026, selling an estimated $1.25M and leaving 73,760 shares worth $9.42M. The position accounts for 3.71% of the portfolio, ranked #7.

LHM Inc first reported a position in XBI in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q3 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

LHM Inc held 73,760 shares of State Street SPDR S&P Biotech ETF worth $9.42M as of Q1 2026.
LHM Inc sold 9,978 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $1.25M.
State Street SPDR S&P Biotech ETF made up 3.71% of LHM Inc's portfolio in Q1 2026, its #7 holding.
LHM Inc first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 10 quarters since.
LHM Inc's State Street SPDR S&P Biotech ETF position peaked at $12M in Q3 2025.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on LHM Inc's 13F filing for Q1 2026, filed 14 May 2026.