LMCG Investments’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

LMCG Investments’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	$458K	Sell	3,588 -132	-4%	-$16.5K	0.03%	186
2025 Q4	$454K	Hold	3,720	–	–	0.03%	188
2025 Q3	$373K	Sell	3,720 -999	-21%	-$90K	0.02%	195
2025 Q2	$391K	Sell	4,719 -22,100	-82%	-$1.76M	0.02%	196
2025 Q1	$2.18M	Buy	+26,819	New	+$2.4M	0.14%	133

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

LMCG Investments's XBI Position: Q1 2026 in Review

LMCG Investments reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 3.5% in Q1 2026, selling an estimated $16.5K and leaving 3,588 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #186.

LMCG Investments first reported a position in XBI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.18M in Q1 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

LMCG Investments held 3,588 shares of State Street SPDR S&P Biotech ETF worth $458K as of Q1 2026.
LMCG Investments sold 132 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $16.5K.
State Street SPDR S&P Biotech ETF made up 0.03% of LMCG Investments's portfolio in Q1 2026, its #186 holding.
LMCG Investments first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 5 quarters since.
LMCG Investments's State Street SPDR S&P Biotech ETF position peaked at $2.18M in Q1 2025.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.