Doliver Advisors
XBI icon

Doliver Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Doliver Advisors’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
Q3 		$510K Buy
3,232
+150
+5% +$23.7K 0.11% 117
2026
Q2 		$488K Hold
3,082
– – 0.11% 128
2026
Q1 		$394K Sell
3,082
-25
-0.8% -$3.12K 0.09% 134
2025
Q4 		$379K Sell
3,107
-50
-2% -$5.73K 0.09% 133
2025
Q3 		$316K Sell
3,157
-75
-2% -$6.76K 0.08% 153
2025
Q2 		$268K Hold
3,232
– – 0.07% 150
2025
Q1 		$262K Sell
3,232
-80
-2% -$7.15K 0.07% 144
2024
Q4 		$298K Sell
3,312
-50
-1% -$4.84K 0.08% 132
2024
Q3 		$332K Sell
3,362
-100
-3% -$9.8K 0.09% 119
2024
Q2 		$321K Buy
3,462
+1,100
+47% +$98.6K 0.09% 117
2024
Q1 		$224K Sell
2,362
-50
-2% -$4.64K 0.06% 136
2023
Q4 		$215K Buy
+2,412
New +$179K 0.07% 138
2023
Q3 		– Sell
-2,537
Closed -$211K – 164
2023
Q2 		$211K Sell
2,537
-175
-6% -$14.6K 0.06% 157
2023
Q1 		$207K Sell
2,712
-413
-13% -$34.3K 0.06% 154
2022
Q4 		$259K Sell
3,125
-15
-0.5% -$1.21K 0.09% 126
2022
Q3 		$249K Sell
3,140
-587
-16% -$49.5K 0.09% 124
2022
Q2 		$277K Buy
3,727
+437
+13% +$32.8K 0.1% 130
2022
Q1 		$296K Buy
+3,290
New +$304K 0.09% 135

Other funds holding XBI

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Investure LLC
Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Doliver Advisors's XBI Position: Q3 2026 in Review

Doliver Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 4.9% in Q3 2026, buying an estimated $23.7K and bringing the position to 3,232 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #117.

Doliver Advisors first reported a position in XBI in Q1 2022 and has held it in 18 quarters since. 559 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Doliver Advisors held 3,232 shares of State Street SPDR S&P Biotech ETF worth $510K as of Q3 2026.
  • Doliver Advisors bought 150 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $23.7K.
  • State Street SPDR S&P Biotech ETF made up 0.11% of Doliver Advisors's portfolio in Q3 2026, its #117 holding.
  • Doliver Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 18 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.