YLHM
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Yelin Lapidot Holdings Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Yelin Lapidot Holdings Management’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 		$13.4M Hold
104,532
– – 2.78% 9
2025
Q4 		$12.7M Hold
104,532
– – 2.55% 10
2025
Q3 		$10.5M Hold
104,532
– – 2.2% 12
2025
Q2 		$8.67M Hold
104,532
– – 1.58% 17
2025
Q1 		$8.48M Hold
104,532
– – 1.64% 18
2024
Q4 		$9.41M Hold
104,532
– – 1.64% 17
2024
Q3 		$10.3M Sell
104,532
-1,440
-1% -$141K 1.7% 17
2024
Q2 		$9.82M Hold
105,972
– – 1.73% 16
2024
Q1 		$10.1M Hold
105,972
– – 2.07% 14
2023
Q4 		$9.46M Hold
105,972
– – 2.28% 11
2023
Q3 		$7.82M Buy
+105,972
New +$8.46M 1.92% 14

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B 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 $60.6B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return