LM Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

LM Advisors’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	$1.05M	Buy	6,640 +5,685	+595%	+$769K	0.12%	104
2026 Q1	$7.48K	Buy	955 +9	+1%	+$1.12K	0.12%	113
2025 Q4	$7.76K	Sell	946 -7,814	-89%	-$896K	0.14%	101
2025 Q3	$878K	Sell	8,760 -117	-1%	-$10.5K	0.13%	102
2025 Q2	$736K	Sell	8,877 -353	-4%	-$28.2K	0.09%	101
2025 Q1	$749K	Buy	9,230 +142	+2%	+$12.7K	0.13%	120
2024 Q4	$818K	Buy	9,088 +254	+3%	+$24.6K	0.15%	102
2024 Q3	$873K	Sell	8,834 -15,188	-63%	-$1.49M	0.18%	82
2024 Q2	$2.23M	Buy	24,022 +255	+1%	+$22.9K	0.39%	51
2024 Q1	$2.25M	Sell	23,767 -2,850	-11%	-$264K	0.36%	57
2023 Q4	$2.38M	Buy	+26,617	New	+$1.98M	0.48%	42

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

LM Advisors's XBI Position: Q2 2026 in Review

LM Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 595% in Q2 2026, buying an estimated $769K and bringing the position to 6,640 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #104.

LM Advisors first reported a position in XBI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2023. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

LM Advisors held 6,640 shares of State Street SPDR S&P Biotech ETF worth $1.05M as of Q2 2026.
LM Advisors bought 5,685 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $769K.
State Street SPDR S&P Biotech ETF made up 0.12% of LM Advisors's portfolio in Q2 2026, its #104 holding.
LM Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.38M in Q4 2023.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.