Lido Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lido Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,200	Closed	-$449K	–	2152
2025 Q4	$449K	Hold	8,200	–	–	﹤0.01%	1345
2025 Q3	$442K	Buy	8,200 +4,400	+116%	+$233K	﹤0.01%	1290
2025 Q2	$199K	Hold	3,800	–	–	﹤0.01%	1527
2025 Q1	$189K	Sell	3,800 -20,000	-84%	-$1M	﹤0.01%	1399
2024 Q4	$1.15M	Buy	23,800 +4,400	+23%	+$213K	0.01%	708
2024 Q3	$879K	Sell	19,400 -500	-3%	-$21.8K	﹤0.01%	763
2024 Q2	$818K	Sell	19,900 -600	-3%	-$24.7K	﹤0.01%	745
2024 Q1	$863K	Sell	20,500 -600	-3%	-$23.7K	0.01%	716
2023 Q4	$793K	Sell	21,100 -100	-0.5%	-$3.46K	0.01%	703
2023 Q3	$703K	Hold	21,200	–	–	0.01%	645
2023 Q2	$715K	Buy	21,200 +600	+3%	+$19.6K	0.01%	627
2023 Q1	$662K	Buy	+20,600	New	+$716K	0.01%	588
2020 Q1	–	Sell	-23,800	Closed	-$732K	–	689
2019 Q4	$732K	Sell	23,800 -14,600	-38%	-$429K	0.03%	315
2019 Q3	$1.07M	Hold	38,400	–	–	0.05%	201
2019 Q2	$1.06M	Hold	38,400	–	–	0.06%	176
2019 Q1	$987K	Buy	+38,400	New	+$991K	0.06%	182

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Lido Advisors's XLF Position: Q1 2026 in Review

Lido Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q1 2026, selling an estimated $2.05M and leaving 290,350 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #255.

Lido Advisors first reported a position in XLF in Q1 2017 and has held it in 37 quarters since. The position peaked at $37.8M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Lido Advisors held 290,350 shares of State Street Financial Select Sector SPDR ETF worth $14.3M as of Q1 2026.
Lido Advisors sold 39,393 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.05M.
State Street Financial Select Sector SPDR ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #255 holding.
Lido Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Lido Advisors's State Street Financial Select Sector SPDR ETF position peaked at $37.8M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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