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 Q2	$605K	Buy	3,825 +237	+7%	+$32K	0.03%	183
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 $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

LMCG Investments's XBI Position: Q2 2026 in Review

LMCG Investments increased its State Street SPDR S&P Biotech ETF (XBI) stake by 6.6% in Q2 2026, buying an estimated $32K and bringing the position to 3,825 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #183.

LMCG Investments first reported a position in XBI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.18M in Q1 2025. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

LMCG Investments held 3,825 shares of State Street SPDR S&P Biotech ETF worth $605K as of Q2 2026.
LMCG Investments bought 237 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $32K.
State Street SPDR S&P Biotech ETF made up 0.03% of LMCG Investments's portfolio in Q2 2026, its #183 holding.
LMCG Investments first reported a position in State Street SPDR S&P Biotech ETF in Q1 2025 and has held it in 6 quarters since.
LMCG Investments's State Street SPDR S&P Biotech ETF position peaked at $2.18M in Q1 2025.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.