Lincoln National Corp’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-3,438	Closed	-$326K	–	1140
2024 Q1	$326K	Buy	+3,438	New	+$319K	0.01%	925
2023 Q3	–	Sell	-2,572	Closed	-$214K	–	1068
2023 Q2	$214K	Sell	2,572 -95	-4%	-$7.95K	﹤0.01%	940
2023 Q1	$203K	Sell	2,667 -524	-16%	-$43.5K	﹤0.01%	928
2022 Q4	$265K	Sell	3,191 -3,427	-52%	-$277K	0.01%	770
2022 Q3	$525K	Buy	6,618 +1,416	+27%	+$119K	0.01%	482
2022 Q2	$386K	Sell	5,202 -136	-3%	-$10.2K	0.01%	558
2022 Q1	$480K	Buy	5,338 +1,946	+57%	+$180K	0.01%	540
2021 Q4	$380K	Buy	3,392 +261	+8%	+$31.5K	0.01%	628
2021 Q3	$394K	Buy	3,131 +114	+4%	+$14.7K	0.01%	583
2021 Q2	$409K	Hold	3,017	–	–	0.01%	552
2021 Q1	$409K	Buy	3,017 +109	+4%	+$16.3K	0.01%	513
2020 Q4	$409K	Buy	2,908 +349	+14%	+$44.7K	0.01%	479
2020 Q3	$285K	Buy	2,559 +338	+15%	+$37.9K	0.01%	524
2020 Q2	$249K	Buy	+2,221	New	+$219K	0.01%	540
2020 Q1	–	Sell	-4,921	Closed	-$468K	–	679
2019 Q4	$468K	Buy	+4,921	New	+$426K	0.02%	410
2018 Q1	–	Sell	-2,442	Closed	-$207K	–	626
2017 Q4	$207K	Buy	+2,442	New	+$205K	0.01%	589
2017 Q3	–	Sell	-5,321	Closed	-$411K	–	414
2017 Q2	$411K	Buy	+5,321	New	+$377K	0.02%	218

Other funds holding XBI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Lincoln National Corp's XBI Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2024, closing a stake of 3,438 shares — an estimated $326K sold.

Lincoln National Corp first reported a position in XBI in Q2 2017 and held it in 17 quarters. The position peaked at $525K in Q3 2022. 762 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 3,438 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $326K.
Lincoln National Corp first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and held it in 17 quarters.
Lincoln National Corp's State Street SPDR S&P Biotech ETF position peaked at $525K in Q3 2022.
762 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.