Lido Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95B | Sell |
4,538,112
-1,188,288
| -21% | -$808M | 9.03% | 2 |
|
|
2025
Q4 | $3.9B | Buy |
5,726,400
+292,300
| +5% | +$198M | 11.67% | 1 |
|
|
2025
Q3 | $3.62B | Sell |
5,434,100
-401,700
| -7% | -$258M | 11.34% | 1 |
|
|
2025
Q2 | $3.21B | Buy |
5,835,800
+1,276,600
| +28% | +$730M | 12.5% | 1 |
|
|
2025
Q1 | $2.53B | Sell |
4,559,200
-317,300
| -7% | -$187M | 11.37% | 1 |
|
|
2024
Q4 | $2.86B | Sell |
4,876,500
-1,186,100
| -20% | -$699M | 13.01% | 1 |
|
|
2024
Q3 | $3.48B | Buy |
6,062,600
+186,500
| +3% | +$103M | 17.34% | 1 |
|
|
2024
Q2 | $3.2B | Buy |
5,876,100
+103,300
| +2% | +$54.1M | 17.8% | 1 |
|
|
2024
Q1 | $3.02B | Buy |
5,772,800
+158,700
| +3% | +$79M | 17.76% | 1 |
|
|
2023
Q4 | $2.67B | Buy |
5,614,100
+10,200
| +0.2% | +$4.54M | 18.03% | 1 |
|
|
2023
Q3 | $2.4B | Sell |
5,603,900
-100,500
| -2% | -$44.7M | 18.23% | 1 |
|
|
2023
Q2 | $2.53B | Buy |
5,704,400
+1,581,500
| +38% | +$664M | 18.05% | 1 |
|
|
2023
Q1 | $1.69B | Buy |
4,122,900
+679,000
| +20% | +$271M | 16.42% | 1 |
|
|
2022
Q4 | $1.32B | Sell |
3,443,900
-32,000
| -0.9% | -$12.3M | 16.06% | 1 |
|
|
2022
Q3 | $1.34B | Buy |
3,475,900
+392,700
| +13% | +$156M | 16.87% | 2 |
|
|
2022
Q2 | $1.16B | Buy |
3,083,200
+589,700
| +24% | +$242M | 15.42% | 2 |
|
|
2022
Q1 | $1.13B | Buy |
2,493,500
+314,300
| +14% | +$140M | 12.55% | 2 |
|
|
2021
Q4 | $1.04B | Sell |
2,179,200
-303,800
| -12% | -$139M | 11.3% | 2 |
|
|
2021
Q3 | $1.07B | Sell |
2,483,000
-259,500
| -9% | -$114M | 14.89% | 2 |
|
|
2021
Q2 | $1.17B | Buy |
2,742,500
+88,300
| +3% | +$36.9M | 16.34% | 2 |
|
|
2021
Q1 | $1.05B | Buy |
2,654,200
+191,400
| +8% | +$73.8M | 18.14% | 2 |
|
|
2020
Q4 | $916M | Sell |
2,462,800
-45,200
| -2% | -$16M | 19.1% | 1 |
|
|
2020
Q3 | $834M | Buy |
2,508,000
+98,400
| +4% | +$32.6M | 21.34% | 1 |
|
|
2020
Q2 | $734M | Buy |
2,409,600
+295,700
| +14% | +$86.6M | 22.16% | 1 |
|
|
2020
Q1 | $553M | Buy |
2,113,900
+437,200
| +26% | +$133M | 23.51% | 1 |
|
|
2019
Q4 | $540M | Buy |
1,676,700
+63,000
| +4% | +$19.4M | 21.48% | 1 |
|
|
2019
Q3 | $479M | Buy |
1,613,700
+229,500
| +17% | +$67.8M | 24.23% | 1 |
|
|
2019
Q2 | $406M | Buy |
1,384,200
+346,600
| +33% | +$99.8M | 23.19% | 1 |
|
|
2019
Q1 | $293M | Buy |
1,037,600
+234,300
| +29% | +$63.7M | 19.05% | 1 |
|
|
2018
Q4 | $201M | Buy |
803,300
+216,400
| +37% | +$58.4M | 19.82% | 1 |
|
|
2018
Q3 | $171M | Buy |
586,900
+73,500
| +14% | +$20.9M | 16.6% | 1 |
|
|
2018
Q2 | $139M | Buy |
513,400
+127,200
| +33% | +$34.3M | 16.01% | 1 |
|
|
2018
Q1 | $102M | Buy |
386,200
+185,300
| +92% | +$50.6M | 13.9% | 1 |
|
|
2017
Q4 | $53.6M | Buy |
200,900
+120,900
| +151% | +$31.4M | 7.62% | 2 |
|
|
2017
Q3 | $20.1M | Buy |
+80,000
| New | +$19.7M | 3.21% | 3 |
|
Other funds holding SPY
Lido Advisors's SPY Position: Q1 2026 in Review
Lido Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q1 2026, buying an estimated $604M and bringing the position to 4,336,222 shares worth $2.83B. The position accounts for 8.65% of the portfolio, ranked #3.
Lido Advisors first reported a position in SPY in Q1 2016 and has held it in 41 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Lido Advisors held 4,336,222 shares of State Street SPDR S&P 500 ETF Trust worth $2.83B as of Q1 2026.
- Lido Advisors bought 887,790 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $604M.
- State Street SPDR S&P 500 ETF Trust made up 8.65% of Lido Advisors's portfolio in Q1 2026, its #3 holding.
- Lido Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 41 quarters since.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.