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 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	﹤0.01%	66
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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America

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

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

JP Morgan Chase

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