Lido Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.3M | Buy |
156,284
+24,721
| +19% | +$1.41M | 0.02% | 386 |
|
|
2026
Q1 | $8.06M | Buy |
131,563
+19,423
| +17% | +$1.04M | 0.02% | 359 |
|
|
2025
Q4 | $6.88M | Sell |
112,140
-90,240
| -45% | -$4.02M | 0.02% | 386 |
|
|
2025
Q3 | $9.04M | Buy |
202,380
+22,958
| +13% | +$1.01M | 0.03% | 324 |
|
|
2025
Q2 | $7.61M | Sell |
179,422
-1,264
| -0.7% | -$52.6K | 0.03% | 291 |
|
|
2025
Q1 | $8.44M | Buy |
180,686
+20,016
| +12% | +$902K | 0.04% | 258 |
|
|
2024
Q4 | $6.88M | Buy |
160,670
+9,728
| +6% | +$442K | 0.03% | 272 |
|
|
2024
Q3 | $6.63M | Sell |
150,942
-140
| -0.1% | -$6.26K | 0.03% | 270 |
|
|
2024
Q2 | $6.89M | Buy |
151,082
+13,096
| +9% | +$610K | 0.04% | 244 |
|
|
2024
Q1 | $6.51M | Sell |
137,986
-9,234
| -6% | -$397K | 0.04% | 239 |
|
|
2023
Q4 | $6.17M | Sell |
147,220
-684
| -0.5% | -$29.2K | 0.04% | 234 |
|
|
2023
Q3 | $6.68M | Buy |
147,904
+1,638
| +1% | +$71.7K | 0.05% | 188 |
|
|
2023
Q2 | $5.94M | Sell |
146,266
-658,604
| -82% | -$26.8M | 0.04% | 199 |
|
|
2023
Q1 | $33.3M | Sell |
804,870
-188,728
| -19% | -$8.07M | 0.32% | 35 |
|
|
2022
Q4 | $43.5M | Buy |
993,598
+122,172
| +14% | +$5.32M | 0.53% | 21 |
|
|
2022
Q3 | $31.4M | Buy |
871,426
+113,486
| +15% | +$4.29M | 0.39% | 26 |
|
|
2022
Q2 | $27.1M | Buy |
757,940
+9,366
| +1% | +$376K | 0.36% | 31 |
|
|
2022
Q1 | $28.6M | Buy |
748,574
+54,496
| +8% | +$1.89M | 0.32% | 32 |
|
|
2021
Q4 | $19.3M | Buy |
694,078
+7,684
| +1% | +$217K | 0.21% | 52 |
|
|
2021
Q3 | $17.9M | Sell |
686,394
-10,576
| -2% | -$262K | 0.25% | 44 |
|
|
2021
Q2 | $18.8M | Buy |
696,970
+606,652
| +672% | +$15.8M | 0.26% | 42 |
|
|
2021
Q1 | $2.22M | Buy |
90,318
+19,508
| +28% | +$450K | 0.04% | 211 |
|
|
2020
Q4 | $1.34M | Buy |
+70,810
| New | +$1.22M | 0.03% | 271 |
|
|
2020
Q1 | – | Sell |
-9,634
| Closed | -$294K | – | 688 |
|
|
2019
Q4 | $294K | Buy |
+9,634
| New | +$286K | 0.01% | 507 |
|
|
2019
Q1 | – | Sell |
-24,900
| Closed | -$800K | – | 547 |
|
|
2018
Q4 | $714K | Sell |
24,900
-392,406
| -94% | -$13.1M | 0.07% | 173 |
|
|
2018
Q3 | $15.8M | Sell |
417,306
-10,606
| -2% | -$398K | 1.54% | 11 |
|
|
2018
Q2 | $16.2M | Buy |
427,912
+401,622
| +1,528% | +$14.9M | 1.87% | 10 |
|
|
2018
Q1 | $886K | Buy |
+26,290
| New | +$930K | 0.12% | 111 |
|
|
2017
Q3 | – | Sell |
-26,490
| Closed | -$860K | – | 332 |
|
|
2017
Q2 | $860K | Sell |
26,490
-746
| -3% | -$25.1K | 0.18% | 71 |
|
|
2017
Q1 | $923K | Sell |
27,236
-410,202
| -94% | -$14.8M | 0.26% | 61 |
|
|
2016
Q4 | $16.5M | Buy |
437,438
+406,796
| +1,328% | +$14.7M | 4.06% | 6 |
|
|
2016
Q3 | $1.08M | Sell |
30,642
-114
| -0.4% | -$3.91K | 0.33% | 27 |
|
|
2016
Q2 | $1.05M | Sell |
30,756
-744
| -2% | -$24.6K | 0.32% | 28 |
|
|
2016
Q1 | $975K | Buy |
+31,500
| New | +$914K | 0.33% | 29 |
|
Other funds holding XLE
Lido Advisors's XLE Position: Q2 2026 in Review
Lido Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q2 2026, buying an estimated $1.41M and bringing the position to 156,284 shares worth $8.3M. The position accounts for 0.02% of the portfolio, ranked #386.
Lido Advisors first reported a position in XLE in Q1 2016 and has held it in 34 quarters since. The position peaked at $43.5M in Q4 2022. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Lido Advisors held 156,284 shares of State Street Energy Select Sector SPDR ETF worth $8.3M as of Q2 2026.
- Lido Advisors bought 24,721 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.41M.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #386 holding.
- Lido Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 34 quarters since.
- Lido Advisors's State Street Energy Select Sector SPDR ETF position peaked at $43.5M in Q4 2022.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.