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
2021 Q4	–	Sell	-1,600	Closed	-$201K	–	1055
2021 Q3	$201K	Hold	1,600	–	–	﹤0.01%	923
2021 Q2	$216K	Hold	1,600	–	–	﹤0.01%	843
2021 Q1	$217K	Sell	1,600 -1,100	-41%	-$165K	﹤0.01%	783
2020 Q4	$380K	Hold	2,700	–	–	0.01%	555
2020 Q3	$300K	Hold	2,700	–	–	0.01%	488
2020 Q2	$298K	Hold	2,700	–	–	0.01%	450
2020 Q1	$209K	Buy	+2,700	New	+$239K	0.01%	507

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.