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

LPL Financial’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
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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

LPL Financial's XBI Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR S&P Biotech ETF (XBI) stake by 11% in Q2 2026, buying an estimated $12.1M and bringing the position to 882,027 shares worth $140M. The position accounts for 0.03% of the portfolio, ranked #517.

LPL Financial first reported a position in XBI in Q2 2013 and has held it in 53 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

LPL Financial held 882,027 shares of State Street SPDR S&P Biotech ETF worth $140M as of Q2 2026.
LPL Financial bought 89,481 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $12.1M.
State Street SPDR S&P Biotech ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #517 holding.
LPL Financial first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 53 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.