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

Lido 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	$552K	Buy	3,489 +779	+29%	+$105K	﹤0.01%	1421
2026 Q1	$346K	Buy	2,710 +359	+15%	+$44.8K	﹤0.01%	1491
2025 Q4	$236K	Buy	2,351 +26	+1%	+$2.98K	﹤0.01%	1689
2025 Q3	$233K	Sell	2,325 -273	-11%	-$24.6K	﹤0.01%	1615
2025 Q2	$215K	Sell	2,598 -9	-0.3%	-$718	﹤0.01%	1492
2025 Q1	$211K	Sell	2,607 -404	-13%	-$36.1K	﹤0.01%	1366
2024 Q4	$271K	Buy	3,011 +35	+1%	+$3.39K	﹤0.01%	1265
2024 Q3	$294K	Buy	2,976 +199	+7%	+$19.6K	﹤0.01%	1175
2024 Q2	$257K	Sell	2,777 -63	-2%	-$5.65K	﹤0.01%	1191
2024 Q1	$270K	Buy	2,840 +409	+17%	+$38K	﹤0.01%	1142
2023 Q4	$217K	Buy	+2,431	New	+$181K	﹤0.01%	1180
2023 Q3	–	Sell	-2,815	Closed	-$234K	–	1327
2023 Q2	$234K	Buy	+2,815	New	+$235K	﹤0.01%	1048
2023 Q1	–	Sell	-3,116	Closed	-$259K	–	1263
2022 Q4	$259K	Sell	3,116 -170	-5%	-$13.8K	﹤0.01%	836
2022 Q3	$260K	Buy	3,286 +321	+11%	+$27.1K	﹤0.01%	812
2022 Q2	$220K	Sell	2,965 -799	-21%	-$60K	﹤0.01%	841
2022 Q1	$338K	Sell	3,764 -213	-5%	-$19.7K	﹤0.01%	763
2021 Q4	$446K	Sell	3,977 -25	-0.6%	-$3.02K	﹤0.01%	656
2021 Q3	$502K	Sell	4,002 -513	-11%	-$66.1K	0.01%	597
2021 Q2	$611K	Buy	4,515 +248	+6%	+$32.6K	0.01%	487
2021 Q1	$579K	Buy	4,267 +782	+22%	+$117K	0.01%	468
2020 Q4	$490K	Buy	3,485 +146	+4%	+$18.7K	0.01%	480
2020 Q3	$372K	Buy	3,339 +7	+0.2%	+$785	0.01%	437
2020 Q2	$373K	Buy	3,332 +35	+1%	+$3.45K	0.01%	402
2020 Q1	$255K	Buy	3,297 +2	+0.1%	+$177	0.01%	454
2019 Q4	$313K	Buy	+3,295	New	+$285K	0.01%	487

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

Lido Advisors's XBI Position: Q2 2026 in Review

Lido Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 29% in Q2 2026, buying an estimated $105K and bringing the position to 3,489 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Lido Advisors first reported a position in XBI in Q4 2019 and has held it in 25 quarters since. The position peaked at $611K in Q2 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Lido Advisors held 3,489 shares of State Street SPDR S&P Biotech ETF worth $552K as of Q2 2026.
Lido Advisors bought 779 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $105K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1421 holding.
Lido Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 25 quarters since.
Lido Advisors's State Street SPDR S&P Biotech ETF position peaked at $611K in Q2 2021.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.