Lyell Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
12,208
+7,360
| +152% | +$919K | 0.11% | 97 |
|
|
2025
Q4 | $591K | Buy |
4,848
+1,697
| +54% | +$195K | 0.04% | 137 |
|
|
2025
Q3 | $316K | Sell |
3,151
-137
| -4% | -$12.3K | 0.02% | 180 |
|
|
2025
Q2 | $273K | Sell |
3,288
-11,240
| -77% | -$897K | 0.02% | 190 |
|
|
2025
Q1 | $1.18M | Sell |
14,528
-5,566
| -28% | -$497K | 0.11% | 110 |
|
|
2024
Q4 | $1.81M | Sell |
20,094
-973
| -5% | -$94.3K | 0.16% | 99 |
|
|
2024
Q3 | $2.08M | Buy |
21,067
+366
| +2% | +$36K | 0.19% | 96 |
|
|
2024
Q2 | $1.92M | Sell |
20,701
-1,913
| -8% | -$172K | 0.18% | 98 |
|
|
2024
Q1 | $2.15M | Buy |
22,614
+1,892
| +9% | +$176K | 0.22% | 92 |
|
|
2023
Q4 | $1.85M | Sell |
20,722
-783
| -4% | -$58.1K | 0.21% | 95 |
|
|
2023
Q3 | $1.57M | Sell |
21,505
-635
| -3% | -$50.7K | 0.21% | 94 |
|
|
2023
Q2 | $1.84M | Sell |
22,140
-5
| -0% | -$418 | 0.24% | 92 |
|
|
2023
Q1 | $1.69M | Sell |
22,145
-1,749
| -7% | -$145K | 0.24% | 94 |
|
|
2022
Q4 | $1.98M | Sell |
23,894
-14,186
| -37% | -$1.15M | 0.31% | 84 |
|
|
2022
Q3 | $3.02M | Buy |
38,080
+1,598
| +4% | +$135K | 0.51% | 70 |
|
|
2022
Q2 | $2.71M | Sell |
36,482
-9,250
| -20% | -$694K | 0.44% | 76 |
|
|
2022
Q1 | $4.11M | Sell |
45,732
-9,695
| -17% | -$895K | 0.53% | 68 |
|
|
2021
Q4 | $6.21M | Sell |
55,427
-3,145
| -5% | -$379K | 0.71% | 53 |
|
|
2021
Q3 | $7.36M | Sell |
58,572
-892
| -2% | -$115K | 0.9% | 41 |
|
|
2021
Q2 | $8.05M | Buy |
59,464
+6,842
| +13% | +$900K | 1% | 38 |
|
|
2021
Q1 | $7.14M | Buy |
52,622
+5,147
| +11% | +$771K | 1.04% | 36 |
|
|
2020
Q4 | $6.68M | Buy |
47,475
+1,937
| +4% | +$248K | 1.07% | 36 |
|
|
2020
Q3 | $5.07M | Buy |
45,538
+1,290
| +3% | +$145K | 0.95% | 39 |
|
|
2020
Q2 | $4.95M | Buy |
44,248
+21,267
| +93% | +$2.09M | 1.09% | 39 |
|
|
2020
Q1 | $1.78M | Buy |
22,981
+1,990
| +9% | +$176K | 0.53% | 59 |
|
|
2019
Q4 | $2M | Sell |
20,991
-1,126
| -5% | -$97.4K | 0.53% | 59 |
|
|
2019
Q3 | $1.69M | Sell |
22,117
-2,351
| -10% | -$195K | 0.51% | 58 |
|
|
2019
Q2 | $2.15M | Buy |
24,468
+2,812
| +13% | +$240K | 0.65% | 53 |
|
|
2019
Q1 | $1.96M | Buy |
21,656
+4,926
| +29% | +$419K | 0.65% | 53 |
|
|
2018
Q4 | $1.2M | Buy |
16,730
+1,635
| +11% | +$132K | 0.5% | 58 |
|
|
2018
Q3 | $1.45M | Buy |
15,095
+2,906
| +24% | +$282K | 0.49% | 60 |
|
|
2018
Q2 | $1.16M | Buy |
12,189
+2,806
| +30% | +$258K | 0.42% | 68 |
|
|
2018
Q1 | $823K | Buy |
9,383
+115
| +1% | +$10.5K | 0.3% | 72 |
|
|
2017
Q4 | $787K | Buy |
9,268
+2,413
| +35% | +$202K | 0.31% | 75 |
|
|
2017
Q3 | $593K | Buy |
+6,855
| New | +$550K | 0.26% | 77 |
|
Other funds holding XBI
Lyell Wealth Management's XBI Position: Q1 2026 in Review
Lyell Wealth Management increased its State Street SPDR S&P Biotech ETF (XBI) stake by 152% in Q1 2026, buying an estimated $919K and bringing the position to 12,208 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #97.
Lyell Wealth Management first reported a position in XBI in Q3 2017 and has held it in 35 quarters since. The position peaked at $8.05M in Q2 2021. 814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.
- Lyell Wealth Management held 12,208 shares of State Street SPDR S&P Biotech ETF worth $1.56M as of Q1 2026.
- Lyell Wealth Management bought 7,360 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $919K.
- State Street SPDR S&P Biotech ETF made up 0.11% of Lyell Wealth Management's portfolio in Q1 2026, its #97 holding.
- Lyell Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and has held it in 35 quarters since.
- Lyell Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $8.05M in Q2 2021.
- 814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.