Lido Advisors
XBI icon

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
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's XBI Position: Q1 2026 in Review

Lido Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 15% in Q1 2026, buying an estimated $44.8K and bringing the position to 2,710 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Lido Advisors first reported a position in XBI in Q4 2019 and has held it in 24 quarters since. The position peaked at $611K in Q2 2021. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

  • Lido Advisors held 2,710 shares of State Street SPDR S&P Biotech ETF worth $346K as of Q1 2026.
  • Lido Advisors bought 359 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $44.8K.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1491 holding.
  • Lido Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 24 quarters since.
  • Lido Advisors's State Street SPDR S&P Biotech ETF position peaked at $611K in Q2 2021.
  • 813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.