Question 1

Does LPL Financial own XBI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 882,027 shares of XBI (State Street SPDR SP Biotech ETF), worth $139.6M.

Question 2

How many shares of XBI does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 882,027 shares of XBI (State Street SPDR SP Biotech ETF).

Question 3

What is LPL Financial's XBI position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's XBI position is worth $139.6M.

Question 4

Is LPL Financial buying or selling XBI?

Accepted Answer

In Q2 2026, LPL Financial increased its XBI position by 89,481 shares (+11.3%).

Question 5

When did LPL Financial first buy XBI?

Accepted Answer

LPL Financial already held XBI in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	882,027	+11.3%	$139.6M	0.0%	$158.25	34
2026-Q1	Decreased	792,546	-9.5%	$101.2M	0.0%	$127.60	0
2025-Q4	Increased	875,547	+28.4%	$106.8M	0.0%	$121.81	37
2025-Q3	Increased	682,083	+12.7%	$68.3M	0.0%	$99.77	33
2025-Q2	Decreased	605,035	-2.5%	$50.2M	0.0%	$82.55	0
2025-Q1	Decreased	620,671	-3.3%	$50.3M	0.0%	$80.72	0
2024-Q4	Decreased	641,784	-7.2%	$57.8M	0.0%	$89.64	0
2024-Q3	Increased	691,377	+10.6%	$68.3M	0.0%	$98.33	33

XBIShowing 8 of 31 quarters

XBI
Showing 8 of 31 quarters