LPL Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-7,500
Closed -$752K 6084
2025
Q3
$752K Buy
+7,500
New +$676K ﹤0.01% 4280
2024
Q4
Sell
-3,000
Closed -$296K 5448
2024
Q3
$296K Buy
+3,000
New +$295K ﹤0.01% 4441

Other funds holding XBI

LPL Financial's XBI Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 9.5% in Q1 2026, selling an estimated $10.4M and leaving 792,546 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #574.

LPL Financial first reported a position in XBI in Q2 2013 and has held it in 52 quarters since. The position peaked at $107M in Q4 2025. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • LPL Financial held 792,546 shares of State Street SPDR S&P Biotech ETF worth $101M as of Q1 2026.
  • LPL Financial sold 83,001 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $10.4M.
  • State Street SPDR S&P Biotech ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #574 holding.
  • LPL Financial first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street SPDR S&P Biotech ETF position peaked at $107M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.