Lido Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lido Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lido Advisors's XLU Position: Q1 2026 in Review

Lido Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q1 2026, selling an estimated $3.16M and leaving 390,723 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #222.

Lido Advisors first reported a position in XLU in Q1 2016 and has held it in 29 quarters since. The position peaked at $29.8M in Q2 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Lido Advisors held 390,723 shares of State Street Utilities Select Sector SPDR ETF worth $17.9M as of Q1 2026.
Lido Advisors sold 70,324 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.16M.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #222 holding.
Lido Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 29 quarters since.
Lido Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $29.8M in Q2 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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