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SPDR S&P Biotech shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in SPDR S&P Biotech

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All positions including SPDR S&P Biotech held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Biotech by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $786k 6.2k 127.73

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Trust Ishare 0-1 (SHV)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Larry Mathis Financial Planning

Top funds holding SPDR S&P Biotech

Bnp Paribas Arbitrage, Snc
Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Morgan Stanley
Citigroup
Deep Track Capital
Jane Street
Citadel Advisors
UBS Group
Wells Fargo & Company
Barclays
Leucadia National Corporation
Jain Global

View all funds holding SPDR S&P Biotech