Lido Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lido Advisors’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Buy	79,669 +7,661	+11%	+$1.14M	0.03%	306
2026 Q1	$10.6M	Sell	72,008 -14,939	-17%	-$2.3M	0.03%	308
2025 Q4	$12.8M	Buy	86,947 +126	+0.1%	+$18.9K	0.04%	283
2025 Q3	$12.1M	Buy	86,821 +2,783	+3%	+$377K	0.04%	280
2025 Q2	$11.3M	Buy	84,038 +1,395	+2%	+$188K	0.04%	240
2025 Q1	$12.1M	Buy	82,643 +11,043	+15%	+$1.6M	0.05%	215
2024 Q4	$9.85M	Sell	71,600 -18,624	-21%	-$2.73M	0.04%	218
2024 Q3	$13.9M	Sell	90,224 -187	-0.2%	-$28.3K	0.07%	158
2024 Q2	$13.2M	Buy	90,411 +4,413	+5%	+$633K	0.07%	143
2024 Q1	$12.7M	Sell	85,998 -391	-0.5%	-$56.1K	0.07%	138
2023 Q4	$11.8M	Sell	86,389 -1,689	-2%	-$220K	0.08%	138
2023 Q3	$11.3M	Sell	88,078 -216,913	-71%	-$28.8M	0.09%	126
2023 Q2	$40.5M	Buy	304,991 +15,172	+5%	+$2M	0.29%	36
2023 Q1	$37.5M	Sell	289,819 -43,592	-13%	-$5.69M	0.37%	30
2022 Q4	$45.3M	Buy	333,411 +47,549	+17%	+$6.3M	0.55%	20
2022 Q3	$34.6M	Buy	285,862 +45,608	+19%	+$5.87M	0.44%	24
2022 Q2	$30.8M	Buy	240,254 +199,433	+489%	+$26.1M	0.41%	26
2022 Q1	$5.59M	Buy	40,821 +494	+1%	+$65.4K	0.06%	138
2021 Q4	$5.68M	Sell	40,327 -217	-0.5%	-$28.8K	0.06%	152
2021 Q3	$5.16M	Buy	40,544 +1,405	+4%	+$186K	0.07%	151
2021 Q2	$4.93M	Sell	39,139 -1,621	-4%	-$199K	0.07%	154
2021 Q1	$4.76M	Buy	40,760 +389	+1%	+$44.9K	0.08%	141
2020 Q4	$4.58M	Sell	40,371 -105,680	-72%	-$11.5M	0.1%	127
2020 Q3	$15.4M	Sell	146,051 -29,845	-17%	-$3.14M	0.39%	28
2020 Q2	$17.6M	Buy	175,896 +44,759	+34%	+$4.42M	0.53%	21
2020 Q1	$11.6M	Buy	131,137 +115,164	+721%	+$11.2M	0.49%	22
2019 Q4	$1.64M	Buy	15,973 +5,140	+47%	+$494K	0.07%	177
2019 Q3	$976K	Sell	10,833 -168,285	-94%	-$15.4M	0.05%	218
2019 Q2	$16.6M	Sell	179,118 -2,453	-1%	-$221K	0.95%	15
2019 Q1	$16.7M	Buy	181,571 +36,639	+25%	+$3.3M	1.08%	16
2018 Q4	$12.5M	Buy	144,932 +1,733	+1%	+$157K	1.24%	15
2018 Q3	$13.6M	Buy	+143,199	New	+$12.9M	1.33%	16
2018 Q1	–	Sell	-3,766	Closed	-$311K	–	426
2017 Q4	$311K	Sell	3,766 -209,934	-98%	-$17.3M	0.04%	220
2017 Q3	$17.3M	Buy	+213,700	New	+$17.2M	2.77%	11
2016 Q2	–	Sell	-3,794	Closed	-$257K	–	180
2016 Q1	$257K	Buy	+3,794	New	+$254K	0.09%	112

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lido Advisors's XLV Position: Q2 2026 in Review

Lido Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, buying an estimated $1.14M and bringing the position to 79,669 shares worth $12.6M. The position accounts for 0.03% of the portfolio, ranked #306.

Lido Advisors first reported a position in XLV in Q1 2016 and has held it in 35 quarters since. The position peaked at $45.3M in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Lido Advisors held 79,669 shares of State Street Health Care Select Sector SPDR ETF worth $12.6M as of Q2 2026.
Lido Advisors bought 7,661 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.14M.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #306 holding.
Lido Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and has held it in 35 quarters since.
Lido Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $45.3M in Q4 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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