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 $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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.