Lido Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lido Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.42M	Sell	41,215 -1,798	-4%	-$205K	0.01%	531
2026 Q1	$4.77M	Sell	43,013 -22,660	-35%	-$2.62M	0.01%	466
2025 Q4	$7.76M	Buy	65,673 +2,773	+4%	+$319K	0.02%	363
2025 Q3	$7.45M	Sell	62,900 -192,898	-75%	-$21.4M	0.02%	354
2025 Q2	$27.8M	Sell	255,798 -16,254	-6%	-$1.6M	0.11%	118
2025 Q1	$26.2M	Buy	272,052 +13,446	+5%	+$1.34M	0.12%	109
2024 Q4	$25M	Sell	258,606 -8,384	-3%	-$799K	0.11%	109
2024 Q3	$24.1M	Sell	266,990 -16,532	-6%	-$1.43M	0.12%	89
2024 Q2	$24.3M	Sell	283,522 -12,329	-4%	-$1.02M	0.14%	81
2024 Q1	$24.2M	Sell	295,851 -20,715	-7%	-$1.61M	0.14%	75
2023 Q4	$23M	Sell	316,566 -50,961	-14%	-$3.51M	0.16%	67
2023 Q3	$24.1M	Buy	367,527 +34,051	+10%	+$2.27M	0.18%	59
2023 Q2	$21.7M	Buy	333,476 +329,562	+8,420%	+$20.1M	0.15%	67
2023 Q1	$227K	Buy	+3,914	New	+$213K	﹤0.01%	964
2022 Q3	–	Sell	-4,484	Closed	-$243K	–	1050
2022 Q2	$243K	Sell	4,484 -326	-7%	-$19.6K	﹤0.01%	812
2022 Q1	$330K	Sell	4,810 -68,036	-93%	-$4.79M	﹤0.01%	776
2021 Q4	$5.66M	Sell	72,846 -231,260	-76%	-$18.3M	0.06%	153
2021 Q3	$24.4M	Buy	304,106 +212,114	+231%	+$17.6M	0.34%	32
2021 Q2	$7.45M	Sell	91,992 -200,529	-69%	-$15.6M	0.1%	115
2021 Q1	$21.4M	Buy	292,521 +20,706	+8%	+$1.47M	0.37%	29
2020 Q4	$18.3M	Buy	271,815 +17,552	+7%	+$1.12M	0.38%	29
2020 Q3	$15.1M	Buy	254,263 +5,215	+2%	+$309K	0.39%	31
2020 Q2	$13.5M	Buy	249,048 +187,580	+305%	+$9.63M	0.41%	30
2020 Q1	$2.72M	Sell	61,468 -3,614	-6%	-$187K	0.12%	111
2019 Q4	$3.49M	Sell	65,082 -261,941	-80%	-$13.5M	0.14%	102
2019 Q3	$16.2M	Buy	+327,023	New	+$16.4M	0.82%	17

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lido Advisors's XLC Position: Q2 2026 in Review

Lido Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.2% in Q2 2026, selling an estimated $205K and leaving 41,215 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #531.

Lido Advisors first reported a position in XLC in Q3 2019 and has held it in 26 quarters since. The position peaked at $27.8M in Q2 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Lido Advisors held 41,215 shares of State Street Communication Services Select Sector SPDR ETF worth $4.42M as of Q2 2026.
Lido Advisors sold 1,798 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $205K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #531 holding.
Lido Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 26 quarters since.
Lido Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $27.8M in Q2 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.