Lido Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lido Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.3M	Sell	300,648 -26,692	-8%	-$4.56M	0.16%	88
2026 Q1	$43.5M	Buy	327,340 +41,414	+14%	+$5.84M	0.13%	103
2025 Q4	$58.2M	Sell	285,926 -94,058	-25%	-$13.6M	0.17%	80
2025 Q3	$53.6M	Buy	379,984 +42,002	+12%	+$5.56M	0.17%	82
2025 Q2	$42.8M	Buy	337,982 +58,844	+21%	+$6.53M	0.17%	79
2025 Q1	$28.8M	Buy	279,138 +36,416	+15%	+$4.13M	0.13%	97
2024 Q4	$28.2M	Buy	242,722 +712	+0.3%	+$82.8K	0.13%	94
2024 Q3	$27.3M	Sell	242,010 -185,616	-43%	-$20.4M	0.14%	79
2024 Q2	$48.4M	Sell	427,626 -5,914	-1%	-$623K	0.27%	39
2024 Q1	$45.1M	Sell	433,540 -24,382	-5%	-$2.47M	0.27%	39
2023 Q4	$44.1M	Sell	457,922 -104,274	-19%	-$9.28M	0.3%	35
2023 Q3	$46.1M	Sell	562,196 -24,528	-4%	-$2.1M	0.35%	32
2023 Q2	$51M	Buy	586,724 +365,056	+165%	+$28.8M	0.36%	27
2023 Q1	$16.7M	Buy	221,668 +142,792	+181%	+$9.83M	0.16%	76
2022 Q4	$4.91M	Buy	78,876 +33,718	+75%	+$2.14M	0.06%	169
2022 Q3	$2.68M	Sell	45,158 -1,790	-4%	-$122K	0.03%	213
2022 Q2	$2.98M	Sell	46,948 -244,154	-84%	-$17M	0.04%	177
2022 Q1	$23.1M	Buy	291,102 +45,544	+19%	+$3.58M	0.26%	40
2021 Q4	$21.3M	Buy	245,558 +210,386	+598%	+$17.3M	0.23%	39
2021 Q3	$2.63M	Buy	35,172 +4,774	+16%	+$368K	0.04%	234
2021 Q2	$2.24M	Sell	30,398 -241,924	-89%	-$16.9M	0.03%	248
2021 Q1	$18.1M	Sell	272,322 -682	-0.2%	-$45K	0.31%	37
2020 Q4	$17.7M	Buy	273,004 +21,048	+8%	+$1.28M	0.37%	31
2020 Q3	$14.7M	Sell	251,956 -4,834	-2%	-$273K	0.38%	32
2020 Q2	$13.4M	Sell	256,790 -10,818	-4%	-$509K	0.41%	31
2020 Q1	$10.8M	Sell	267,608 -43,300	-14%	-$1.98M	0.46%	27
2019 Q4	$14.3M	Sell	310,908 -3,884	-1%	-$166K	0.57%	24
2019 Q3	$12.7M	Buy	314,792 +302,582	+2,478%	+$12.1M	0.64%	23
2019 Q2	$476K	Sell	12,210 -204	-2%	-$7.78K	0.03%	314
2019 Q1	$459K	Sell	12,414 -486,954	-98%	-$16.7M	0.03%	300
2018 Q4	$15.5M	Buy	499,368 +2,906	+0.6%	+$98.3K	1.53%	8
2018 Q3	$18.7M	Sell	496,462 -12,920	-3%	-$474K	1.82%	9
2018 Q2	$17.7M	Sell	509,382 -20,050	-4%	-$688K	2.03%	8
2018 Q1	$17.3M	Sell	529,432 -35,470	-6%	-$1.19M	2.37%	8
2017 Q4	$18.1M	Sell	564,902 -29,370	-5%	-$921K	2.57%	9
2017 Q3	$18.7M	Sell	594,272 -72,934	-11%	-$2.1M	2.99%	7
2017 Q2	$18.3M	Sell	667,206 -28,184	-4%	-$776K	3.79%	5
2017 Q1	$19.2M	Sell	695,390 -9,272	-1%	-$239K	5.31%	4
2016 Q4	$17M	Buy	704,662 +89,144	+14%	+$2.13M	4.2%	5
2016 Q3	$14.7M	Buy	615,518 +10,006	+2%	+$232K	4.5%	6
2016 Q2	$13.1M	Sell	605,512 -1,858	-0.3%	-$40.3K	4.05%	8
2016 Q1	$13.5M	Buy	+607,370	New	+$12.5M	4.54%	6

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Lido Advisors's XLK Position: Q2 2026 in Review

Lido Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.2% in Q2 2026, selling an estimated $4.56M and leaving 300,648 shares worth $57.3M. The position accounts for 0.16% of the portfolio, ranked #88.

Lido Advisors first reported a position in XLK in Q1 2016 and has held it in 42 quarters since. The position peaked at $58.2M in Q4 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lido Advisors held 300,648 shares of State Street Technology Select Sector SPDR ETF worth $57.3M as of Q2 2026.
Lido Advisors sold 26,692 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.56M.
State Street Technology Select Sector SPDR ETF made up 0.16% of Lido Advisors's portfolio in Q2 2026, its #88 holding.
Lido Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 42 quarters since.
Lido Advisors's State Street Technology Select Sector SPDR ETF position peaked at $58.2M in Q4 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.