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
Q1
– Sell
-1,400
Closed -$62.6K – 2151
2025
Q4
$62.6K Sell
1,400
-1,400
-50% -$62.3K ﹤0.01% 1876
2025
Q3
$125K Sell
2,800
-600
-18% -$26.3K ﹤0.01% 1738
2025
Q2
$144K Buy
3,400
+600
+21% +$25K ﹤0.01% 1557
2025
Q1
$131K Sell
2,800
-200
-7% -$9.02K ﹤0.01% 1431
2024
Q4
$128K Hold
3,000
– – ﹤0.01% 1427
2024
Q3
$132K Sell
3,000
-31,400
-91% -$1.4M ﹤0.01% 1381
2024
Q2
$1.57M Sell
34,400
-17,800
-34% -$829K 0.01% 510
2024
Q1
$2.46M Hold
52,200
– – 0.01% 396
2023
Q4
$2.19M Sell
52,200
-16,400
-24% -$701K 0.01% 399
2023
Q3
$3.1M Hold
68,600
– – 0.02% 309
2023
Q2
$2.78M Sell
68,600
-4,400
-6% -$179K 0.02% 312
2023
Q1
$3.02M Hold
73,000
– – 0.03% 268
2022
Q4
$3.19M Buy
73,000
+6,000
+9% +$261K 0.04% 221
2022
Q3
$2.41M Buy
67,000
+37,000
+123% +$1.4M 0.03% 227
2022
Q2
$1.07M Buy
30,000
+6,000
+25% +$241K 0.01% 330
2022
Q1
$917K Buy
+24,000
New +$831K 0.01% 416

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. 2,048 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.