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

LVW 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 Q2	$232K	Buy	+1,464	New	+$198K	0.02%	409

Other funds holding XBI

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

LVW Advisors's XBI Position: Q2 2026 in Review

LVW Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 1,464 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings.

370 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

LVW Advisors held 1,464 shares of State Street SPDR S&P Biotech ETF worth $232K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new LVW Advisors position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #409 holding.
370 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.