Ownership history in LHM, INC. · 9 quarters on record
This page tracks every 13F SEC filing in which LHM, INC. reported a position in SPDR SER TR (XBI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 83,738 | -35,802 | -29.9% | 3.80% | $10.2M | $121.93 |
| 2025 Q3 | REDUCED | 119,540 | -23,426 | -16.4% | 3.96% | $12.0M | $99.87 |
| 2025 Q2 | REDUCED | 142,966 | -856 | -0.6% | 3.93% | $11.9M | $82.63 |
| 2025 Q1 | ADDED | 143,822 | +19,834 | +16.0% | 3.87% | $11.7M | $80.80 |
| 2024 Q4 | ADDED | 123,988 | +28,226 | +29.5% | 3.55% | $11.2M | $89.72 |
| 2024 Q3 | ADDED | 95,762 | +49,987 | +109.2% | 2.98% | $9.5M | $98.43 |
| 2024 Q2 | ADDED | 45,775 | +8,361 | +22.3% | 3.02% | $7.2M | $92.35 |
| 2024 Q1 | ADDED | 37,414 | +18,240 | +95.1% | 2.63% | $3.6M | $94.40 |
| 2023 Q4 | INITIATED | 19,174 | — | — | 1.51% | $1.7M | — |
As of 2025 Q4 — sorted by position size