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
2024 Q2	–	Sell	-700	Closed	-$29.5K	–	1489
2024 Q1	$29.5K	Hold	700	–	–	﹤0.01%	1362
2023 Q4	$26.3K	Sell	700 -200	-22%	-$6.92K	﹤0.01%	1330
2023 Q3	$29.9K	Hold	900	–	–	﹤0.01%	1185
2023 Q2	$30.3K	Sell	900 -1,000	-53%	-$32.6K	﹤0.01%	1194
2023 Q1	$61.1K	Sell	1,900 -1,300	-41%	-$45.2K	﹤0.01%	1104
2022 Q4	$109K	Buy	+3,200	New	+$108K	﹤0.01%	959
2022 Q3	–	Sell	-9,800	Closed	-$308K	–	1051
2022 Q2	$308K	Buy	9,800 +3,500	+56%	+$121K	﹤0.01%	733
2022 Q1	$241K	Sell	6,300 -53,800	-90%	-$2.1M	﹤0.01%	893
2021 Q4	$2.35M	Sell	60,100 -18,900	-24%	-$743K	0.03%	244
2021 Q3	$2.96M	Sell	79,000 -1,400	-2%	-$52.4K	0.04%	215
2021 Q2	$2.95M	Buy	80,400 +1,700	+2%	+$62.2K	0.04%	210
2021 Q1	$2.68M	Buy	78,700 +7,700	+11%	+$247K	0.05%	190
2020 Q4	$2.09M	Buy	+71,000	New	+$1.9M	0.04%	209
2020 Q3	–	Sell	-12,600	Closed	-$291K	–	695
2020 Q2	$291K	Hold	12,600	–	–	0.01%	453
2020 Q1	$262K	Buy	+12,600	New	+$347K	0.01%	448

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.