Lido Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.09M | Sell |
16,103
-23,807
| -60% | -$6.52M | 0.01% | 499 |
|
|
2025
Q4 | $9.38M | Sell |
39,910
-163
| -0.4% | -$38.7K | 0.03% | 332 |
|
|
2025
Q3 | $9.42M | Sell |
40,073
-176
| -0.4% | -$38.4K | 0.03% | 317 |
|
|
2025
Q2 | $8.49M | Buy |
40,249
+888
| +2% | +$161K | 0.03% | 275 |
|
|
2025
Q1 | $6.33M | Buy |
39,361
+581
| +1% | +$97.7K | 0.03% | 307 |
|
|
2024
Q4 | $6.43M | Buy |
38,780
+1,358
| +4% | +$224K | 0.03% | 281 |
|
|
2024
Q3 | $5.89M | Sell |
37,422
-363
| -1% | -$54.1K | 0.03% | 290 |
|
|
2024
Q2 | $5.29M | Sell |
37,785
-250
| -0.7% | -$34.9K | 0.03% | 280 |
|
|
2024
Q1 | $5.34M | Buy |
38,035
+2,443
| +7% | +$328K | 0.03% | 275 |
|
|
2023
Q4 | $4.82M | Buy |
35,592
+2,039
| +6% | +$251K | 0.03% | 269 |
|
|
2023
Q3 | $3.76M | Buy |
33,553
+2,106
| +7% | +$252K | 0.03% | 284 |
|
|
2023
Q2 | $3.82M | Buy |
31,447
+2,381
| +8% | +$277K | 0.03% | 259 |
|
|
2023
Q1 | $3.4M | Sell |
29,066
-511
| -2% | -$59.4K | 0.03% | 253 |
|
|
2022
Q4 | $3.25M | Buy |
29,577
+312
| +1% | +$32.9K | 0.04% | 216 |
|
|
2022
Q3 | $2.68M | Buy |
29,265
+2,968
| +11% | +$310K | 0.03% | 212 |
|
|
2022
Q2 | $2.65M | Buy |
26,297
+35
| +0.1% | +$3.86K | 0.04% | 198 |
|
|
2022
Q1 | $3.27M | Buy |
26,262
+914
| +4% | +$107K | 0.04% | 192 |
|
|
2021
Q4 | $2.95M | Buy |
25,348
+2,487
| +11% | +$296K | 0.03% | 216 |
|
|
2021
Q3 | $2.73M | Buy |
22,861
+4,813
| +27% | +$595K | 0.04% | 226 |
|
|
2021
Q2 | $2.39M | Buy |
18,048
+3,943
| +28% | +$507K | 0.03% | 241 |
|
|
2021
Q1 | $1.77M | Buy |
14,105
+1,722
| +14% | +$208K | 0.03% | 241 |
|
|
2020
Q4 | $1.42M | Sell |
12,383
-960
| -7% | -$97.3K | 0.03% | 261 |
|
|
2020
Q3 | $1.17M | Buy |
13,343
+314
| +2% | +$27.9K | 0.03% | 235 |
|
|
2020
Q2 | $1.14M | Sell |
13,029
-4,670
| -26% | -$387K | 0.03% | 224 |
|
|
2020
Q1 | $1.35M | Sell |
17,699
-646
| -4% | -$66.4K | 0.06% | 182 |
|
|
2019
Q4 | $2M | Buy |
18,345
+63
| +0.3% | +$6.8K | 0.08% | 142 |
|
|
2019
Q3 | $1.95M | Buy |
18,282
+359
| +2% | +$38.1K | 0.1% | 126 |
|
|
2019
Q2 | $1.86M | Buy |
17,923
+109
| +0.6% | +$10.6K | 0.11% | 116 |
|
|
2019
Q1 | $1.64M | Buy |
17,814
+6,794
| +62% | +$609K | 0.11% | 125 |
|
|
2018
Q4 | $869K | Buy |
11,020
+1,570
| +17% | +$138K | 0.09% | 139 |
|
|
2018
Q3 | $940K | Buy |
9,450
+1,590
| +20% | +$150K | 0.09% | 134 |
|
|
2018
Q2 | $684K | Buy |
7,860
+1,501
| +24% | +$132K | 0.08% | 157 |
|
|
2018
Q1 | $552K | Buy |
6,359
+903
| +17% | +$78.4K | 0.08% | 169 |
|
|
2017
Q4 | $455K | Buy |
5,456
+606
| +12% | +$49.6K | 0.06% | 168 |
|
|
2017
Q3 | $394K | Buy |
4,850
+1,145
| +31% | +$85.6K | 0.06% | 169 |
|
|
2017
Q2 | $261K | Buy |
3,705
+284
| +8% | +$19.5K | 0.05% | 206 |
|
|
2017
Q1 | $235K | Buy |
+3,421
| New | +$227K | 0.07% | 196 |
|
Other funds holding XAR
HCMG
Lido Advisors's XAR Position: Q1 2026 in Review
Lido Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 60% in Q1 2026, selling an estimated $6.52M and leaving 16,103 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #499.
Lido Advisors first reported a position in XAR in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.42M in Q3 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.
- Lido Advisors held 16,103 shares of State Street SPDR S&P Aerospace & Defense ETF worth $4.09M as of Q1 2026.
- Lido Advisors sold 23,807 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $6.52M.
- State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #499 holding.
- Lido Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and has held it in 37 quarters since.
- Lido Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $9.42M in Q3 2025.
- 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.