Lido Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Buy |
402,420
+11,697
| +3% | +$530K | 0.05% | 241 |
|
|
2026
Q1 | $17.9M | Sell |
390,723
-70,324
| -15% | -$3.16M | 0.05% | 222 |
|
|
2025
Q4 | $24.9M | Sell |
461,047
-95,973
| -17% | -$4.25M | 0.07% | 169 |
|
|
2025
Q3 | $24.3M | Sell |
557,020
-172,024
| -24% | -$7.28M | 0.08% | 167 |
|
|
2025
Q2 | $29.8M | Sell |
729,044
-17,262
| -2% | -$688K | 0.12% | 108 |
|
|
2025
Q1 | $29.4M | Buy |
746,306
+202,808
| +37% | +$7.92M | 0.13% | 95 |
|
|
2024
Q4 | $20.6M | Buy |
543,498
+22,766
| +4% | +$903K | 0.09% | 131 |
|
|
2024
Q3 | $21M | Buy |
520,732
+481,016
| +1,211% | +$17.8M | 0.1% | 97 |
|
|
2024
Q2 | $1.35M | Buy |
39,716
+7,122
| +22% | +$245K | 0.01% | 556 |
|
|
2024
Q1 | $1.07M | Buy |
32,594
+3,900
| +14% | +$122K | 0.01% | 627 |
|
|
2023
Q4 | $909K | Buy |
28,694
+7,212
| +34% | +$221K | 0.01% | 647 |
|
|
2023
Q3 | $633K | Sell |
21,482
-21,532
| -50% | -$694K | ﹤0.01% | 680 |
|
|
2023
Q2 | $1.41M | Sell |
43,014
-7,008
| -14% | -$236K | 0.01% | 448 |
|
|
2023
Q1 | $1.69M | Sell |
50,022
-638,800
| -93% | -$21.7M | 0.02% | 378 |
|
|
2022
Q4 | $24.3M | Buy |
688,822
+54,178
| +9% | +$1.84M | 0.3% | 42 |
|
|
2022
Q3 | $20.8M | Buy |
634,644
+25,892
| +4% | +$949K | 0.26% | 44 |
|
|
2022
Q2 | $21.3M | Buy |
608,752
+565,798
| +1,317% | +$20.5M | 0.28% | 42 |
|
|
2022
Q1 | $1.6M | Buy |
+42,954
| New | +$1.49M | 0.02% | 294 |
|
|
2021
Q2 | – | Sell |
-6,570
| Closed | -$210K | – | 957 |
|
|
2021
Q1 | $210K | Sell |
6,570
-874
| -12% | -$27.1K | ﹤0.01% | 797 |
|
|
2020
Q4 | $233K | Buy |
+7,444
| New | +$236K | ﹤0.01% | 710 |
|
|
2020
Q2 | – | Sell |
-348,476
| Closed | -$9.65M | – | 677 |
|
|
2020
Q1 | $9.65M | Sell |
348,476
-96,962
| -22% | -$3.1M | 0.41% | 32 |
|
|
2019
Q4 | $14.4M | Sell |
445,438
-11,988
| -3% | -$381K | 0.57% | 23 |
|
|
2019
Q3 | $14.8M | Sell |
457,426
-30,962
| -6% | -$955K | 0.75% | 20 |
|
|
2019
Q2 | $14.6M | Sell |
488,388
-17,216
| -3% | -$506K | 0.83% | 20 |
|
|
2019
Q1 | $14.7M | Sell |
505,604
-23,244
| -4% | -$646K | 0.96% | 20 |
|
|
2018
Q4 | $14M | Buy |
+528,848
| New | +$14.4M | 1.38% | 12 |
|
|
2017
Q1 | – | Sell |
-630,554
| Closed | -$15.3M | – | 280 |
|
|
2016
Q4 | $15.3M | Buy |
630,554
+47,970
| +8% | +$1.15M | 3.78% | 7 |
|
|
2016
Q3 | $14.3M | Buy |
582,584
+958
| +0.2% | +$24.3K | 4.36% | 7 |
|
|
2016
Q2 | $15.3M | Buy |
581,626
+48,066
| +9% | +$1.18M | 4.71% | 5 |
|
|
2016
Q1 | $13.2M | Buy |
+533,560
| New | +$12.3M | 4.46% | 7 |
|
Other funds holding XLU
Lido Advisors's XLU Position: Q2 2026 in Review
Lido Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3% in Q2 2026, buying an estimated $530K and bringing the position to 402,420 shares worth $18.2M. The position accounts for 0.05% of the portfolio, ranked #241.
Lido Advisors first reported a position in XLU in Q1 2016 and has held it in 30 quarters since. The position peaked at $29.8M in Q2 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Lido Advisors held 402,420 shares of State Street Utilities Select Sector SPDR ETF worth $18.2M as of Q2 2026.
- Lido Advisors bought 11,697 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $530K.
- State Street Utilities Select Sector SPDR ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #241 holding.
- Lido Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 30 quarters since.
- Lido Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $29.8M in Q2 2025.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.