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Owen LaRue’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Owen LaRue’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 		$3.15M Buy
+19,875
New +$2.69M 1.09% 28

Other funds holding XBI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Owen LaRue's XBI Position: Q2 2026 in Review

Owen LaRue opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 19,875 shares worth $3.15M. The stake represents 1.09% of the portfolio and ranks #28 among its holdings.

260 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Owen LaRue held 19,875 shares of State Street SPDR S&P Biotech ETF worth $3.15M as of Q2 2026.
  • State Street SPDR S&P Biotech ETF was a new Owen LaRue position in Q2 2026.
  • State Street SPDR S&P Biotech ETF made up 1.09% of Owen LaRue's portfolio in Q2 2026, its #28 holding.
  • 260 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.