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Moody Lynn & Lieberson’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-18,249
Closed -$2.33M – 282
2026
Q1 		$2.33M Sell
18,249
-575
-3% -$71.8K 0.13% 79
2025
Q4 		$2.3M Buy
+18,824
New +$2.16M 0.12% 81
2024
Q4 		– Sell
-29,499
Closed -$2.91M – 266
2024
Q3 		$2.91M Sell
29,499
-5
-0% -$491 0.18% 77
2024
Q2 		$2.74M Buy
+29,504
New +$2.65M 0.18% 74
2022
Q2 		– Sell
-21,080
Closed -$1.9M – 243
2022
Q1 		$1.9M Buy
+21,080
New +$1.95M 0.14% 88

Other funds holding XBI

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Moody Lynn & Lieberson's XBI Position: Q2 2026 in Review

Moody Lynn & Lieberson sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2026, closing a stake of 18,249 shares — an estimated $2.33M sold.

Moody Lynn & Lieberson first reported a position in XBI in Q1 2022 and held it in 5 quarters. The position peaked at $2.91M in Q3 2024. 393 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Moody Lynn & Lieberson reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 18,249 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $2.33M.
  • Moody Lynn & Lieberson first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 5 quarters.
  • Moody Lynn & Lieberson's State Street SPDR S&P Biotech ETF position peaked at $2.91M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.