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 | $3.14B | Buy |
4,828,708
+498,808
| +12% | +$339M | 9.61% | 1 |
|
|
2025
Q4 | $2.95B | Buy |
4,329,900
+223,400
| +5% | +$151M | 8.83% | 2 |
|
|
2025
Q3 | $2.74B | Sell |
4,106,500
-348,900
| -8% | -$224M | 8.57% | 2 |
|
|
2025
Q2 | $2.51B | Buy |
4,455,400
+427,900
| +11% | +$245M | 9.78% | 2 |
|
|
2025
Q1 | $2.24B | Sell |
4,027,500
-224,700
| -5% | -$132M | 10.07% | 2 |
|
|
2024
Q4 | $2.49B | Sell |
4,252,200
-313,700
| -7% | -$185M | 11.34% | 2 |
|
|
2024
Q3 | $2.62B | Buy |
4,565,900
+650,500
| +17% | +$360M | 13.06% | 2 |
|
|
2024
Q2 | $2.13B | Sell |
3,915,400
-649,500
| -14% | -$340M | 11.86% | 2 |
|
|
2024
Q1 | $2.39B | Buy |
4,564,900
+1,068,200
| +31% | +$532M | 14.04% | 2 |
|
|
2023
Q4 | $1.66B | Buy |
3,496,700
+28,300
| +0.8% | +$12.6M | 11.23% | 2 |
|
|
2023
Q3 | $1.48B | Sell |
3,468,400
-1,786,600
| -34% | -$795M | 11.28% | 2 |
|
|
2023
Q2 | $2.33B | Buy |
5,255,000
+2,313,400
| +79% | +$971M | 16.62% | 2 |
|
|
2023
Q1 | $1.2B | Buy |
2,941,600
+252,600
| +9% | +$101M | 11.72% | 2 |
|
|
2022
Q4 | $1.03B | Sell |
2,689,000
-914,200
| -25% | -$351M | 12.54% | 2 |
|
|
2022
Q3 | $1.39B | Sell |
3,603,200
-245,400
| -6% | -$97.5M | 17.49% | 1 |
|
|
2022
Q2 | $1.45B | Sell |
3,848,600
-1,267,100
| -25% | -$519M | 19.25% | 1 |
|
|
2022
Q1 | $2.31B | Sell |
5,115,700
-486,700
| -9% | -$217M | 25.75% | 1 |
|
|
2021
Q4 | $2.67B | Buy |
5,602,400
+2,466,900
| +79% | +$1.13B | 29.06% | 1 |
|
|
2021
Q3 | $1.35B | Sell |
3,135,500
-655,900
| -17% | -$289M | 18.8% | 1 |
|
|
2021
Q2 | $1.62B | Buy |
3,791,400
+1,030,900
| +37% | +$430M | 22.58% | 1 |
|
|
2021
Q1 | $1.09B | Buy |
2,760,500
+751,300
| +37% | +$290M | 18.87% | 1 |
|
|
2020
Q4 | $747M | Buy |
2,009,200
+167,400
| +9% | +$59.4M | 15.58% | 2 |
|
|
2020
Q3 | $612M | Buy |
1,841,800
+464,300
| +34% | +$154M | 15.67% | 2 |
|
|
2020
Q2 | $419M | Buy |
1,377,500
+735,100
| +114% | +$215M | 12.67% | 2 |
|
|
2020
Q1 | $168M | Buy |
642,400
+159,400
| +33% | +$48.6M | 7.15% | 2 |
|
|
2019
Q4 | $155M | Buy |
483,000
+60,900
| +14% | +$18.8M | 6.19% | 2 |
|
|
2019
Q3 | $125M | Buy |
422,100
+77,800
| +23% | +$23M | 6.34% | 2 |
|
|
2019
Q2 | $101M | Buy |
344,300
+74,900
| +28% | +$21.6M | 5.77% | 2 |
|
|
2019
Q1 | $76.1M | Buy |
269,400
+54,900
| +26% | +$14.9M | 4.95% | 2 |
|
|
2018
Q4 | $53.6M | Buy |
214,500
+41,800
| +24% | +$11.3M | 5.29% | 2 |
|
|
2018
Q3 | $50.2M | Buy |
172,700
+8,300
| +5% | +$2.36M | 4.89% | 3 |
|
|
2018
Q2 | $44.6M | Buy |
164,400
+69,100
| +73% | +$18.7M | 5.13% | 2 |
|
|
2018
Q1 | $25.1M | Buy |
95,300
+24,100
| +34% | +$6.58M | 3.43% | 5 |
|
|
2017
Q4 | $19M | Buy |
71,200
+21,400
| +43% | +$5.57M | 2.7% | 7 |
|
|
2017
Q3 | $12.5M | Buy |
+49,800
| New | +$12.3M | 2% | 14 |
|
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. 4,554 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.
- 4,554 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.