Lido Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lido Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.1K	Sell	1,000 -2,000	-67%	-$114K	﹤0.01%	2087
2026 Q1	$184K	Buy	3,000 +1,200	+67%	+$64.4K	﹤0.01%	1788
2025 Q4	$80.5K	Sell	1,800 -1,800	-50%	-$80.2K	﹤0.01%	1862
2025 Q3	$161K	Hold	3,600	–	–	﹤0.01%	1711
2025 Q2	$153K	Buy	3,600 +600	+20%	+$25K	﹤0.01%	1550
2025 Q1	$140K	Sell	3,000 -20,600	-87%	-$929K	﹤0.01%	1423
2024 Q4	$1.01M	Buy	23,600 +20,600	+687%	+$936K	﹤0.01%	761
2024 Q3	$132K	Hold	3,000	–	–	﹤0.01%	1380
2024 Q2	$137K	Hold	3,000	–	–	﹤0.01%	1326
2024 Q1	$142K	Hold	3,000	–	–	﹤0.01%	1302
2023 Q4	$126K	Buy	+3,000	New	+$128K	﹤0.01%	1278
2020 Q1	–	Sell	-8,000	Closed	-$240K	–	687
2019 Q4	$240K	Hold	8,000	–	–	0.01%	571
2019 Q3	$236K	Hold	8,000	–	–	0.01%	503
2019 Q2	$254K	Hold	8,000	–	–	0.01%	458
2019 Q1	$264K	Buy	+8,000	New	+$257K	0.02%	420

Other funds holding XLE

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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. 2,048 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.
2,048 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.