Lido Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lido Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Buy	27,145 +2,380	+10%	+$119K	﹤0.01%	842
2025 Q4	$1.54M	Sell	24,765 -7,385	-23%	-$326K	﹤0.01%	814
2025 Q3	$1.44M	Buy	32,150 +11,434	+55%	+$517K	﹤0.01%	793
2025 Q2	$910K	Buy	20,716 +248	+1%	+$10.5K	﹤0.01%	880
2025 Q1	$880K	Buy	20,468 +6,728	+49%	+$294K	﹤0.01%	828
2024 Q4	$578K	Buy	13,740 +7,044	+105%	+$326K	﹤0.01%	964
2024 Q3	$323K	Buy	6,696 +330	+5%	+$15.1K	﹤0.01%	1137
2024 Q2	$281K	Buy	+6,366	New	+$288K	﹤0.01%	1157
2023 Q2	–	Sell	-121,582	Closed	-$4.9M	–	1310
2023 Q1	$4.9M	Buy	121,582 +112,136	+1,187%	+$4.54M	0.05%	212
2022 Q4	$367K	Buy	9,446 +4	+0%	+$154	﹤0.01%	730
2022 Q3	$321K	Sell	9,442 -2,564	-21%	-$96.4K	﹤0.01%	731
2022 Q2	$441K	Sell	12,006 -274	-2%	-$11.5K	0.01%	584
2022 Q1	$541K	Sell	12,280 -4,136	-25%	-$176K	0.01%	583
2021 Q4	$743K	Buy	16,416 +1,962	+14%	+$84.7K	0.01%	491
2021 Q3	$571K	Sell	14,454 -412,272	-97%	-$17.1M	0.01%	541
2021 Q2	$17.6M	Buy	426,726 +36,176	+9%	+$1.52M	0.24%	47
2021 Q1	$15.4M	Buy	390,550 +12,790	+3%	+$483K	0.27%	45
2020 Q4	$13.7M	Buy	+377,760	New	+$12.9M	0.29%	43
2018 Q1	–	Sell	-467,380	Closed	-$14.1M	–	425
2017 Q4	$14.1M	Sell	467,380 -13,256	-3%	-$390K	2.01%	13
2017 Q3	$14.2M	Buy	+480,636	New	+$13.2M	2.26%	12

Other funds holding XLB

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors's XLB Position: Q1 2026 in Review

Lido Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 9.6% in Q1 2026, buying an estimated $119K and bringing the position to 27,145 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Lido Advisors first reported a position in XLB in Q3 2017 and has held it in 20 quarters since. The position peaked at $17.6M in Q2 2021. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Lido Advisors held 27,145 shares of State Street Materials Select Sector SPDR ETF worth $1.36M as of Q1 2026.
Lido Advisors bought 2,380 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $119K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #842 holding.
Lido Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2017 and has held it in 20 quarters since.
Lido Advisors's State Street Materials Select Sector SPDR ETF position peaked at $17.6M in Q2 2021.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.