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 Q1	–	Sell	-4,500	Closed	-$648K	–	2153
2025 Q4	$648K	Sell	4,500 -4,500	-50%	-$650K	﹤0.01%	1193
2025 Q3	$1.27M	Hold	9,000	–	–	﹤0.01%	844
2025 Q2	$1.14M	Buy	+9,000	New	+$999K	﹤0.01%	793
2024 Q4	–	Sell	-10,000	Closed	-$1.13M	–	1616
2024 Q3	$1.13M	Hold	10,000	–	–	0.01%	662
2024 Q2	$1.13M	Hold	10,000	–	–	0.01%	615
2024 Q1	$1.04M	Hold	10,000	–	–	0.01%	639
2023 Q4	$962K	Sell	10,000 -1,600	-14%	-$142K	0.01%	630
2023 Q3	$951K	Hold	11,600	–	–	0.01%	558
2023 Q2	$1.01M	Hold	11,600	–	–	0.01%	537
2023 Q1	$876K	Hold	11,600	–	–	0.01%	509
2022 Q4	$722K	Hold	11,600	–	–	0.01%	485
2022 Q3	$688K	Hold	11,600	–	–	0.01%	457
2022 Q2	$737K	Hold	11,600	–	–	0.01%	424
2022 Q1	$921K	Buy	+11,600	New	+$911K	0.01%	415

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Lido Advisors's XLK Position: Q1 2026 in Review

Lido Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q1 2026, buying an estimated $5.84M and bringing the position to 327,340 shares worth $43.5M. The position accounts for 0.13% of the portfolio, ranked #103.

Lido Advisors first reported a position in XLK in Q1 2016 and has held it in 41 quarters since. The position peaked at $58.2M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Lido Advisors held 327,340 shares of State Street Technology Select Sector SPDR ETF worth $43.5M as of Q1 2026.
Lido Advisors bought 41,414 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $5.84M.
State Street Technology Select Sector SPDR ETF made up 0.13% of Lido Advisors's portfolio in Q1 2026, its #103 holding.
Lido Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's State Street Technology Select Sector SPDR ETF position peaked at $58.2M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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