Lido Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lido Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.56M	Sell	64,444 -6,549	-9%	-$764K	0.02%	408
2026 Q1	$7.74M	Buy	70,993 +5,813	+9%	+$679K	0.02%	366
2025 Q4	$11.3M	Sell	65,180 -25,698	-28%	-$3.05M	0.03%	309
2025 Q3	$10.9M	Sell	90,878 -140,854	-61%	-$16.1M	0.03%	295
2025 Q2	$25.2M	Sell	231,732 -7,272	-3%	-$744K	0.1%	127
2025 Q1	$23.6M	Buy	239,004 +177,332	+288%	+$19.2M	0.11%	123
2024 Q4	$6.92M	Buy	61,672 +33,320	+118%	+$3.56M	0.03%	271
2024 Q3	$2.84M	Sell	28,352 -3,084	-10%	-$288K	0.01%	395
2024 Q2	$2.87M	Sell	31,436 -198,376	-86%	-$17.6M	0.02%	378
2024 Q1	$21.1M	Sell	229,812 -15,720	-6%	-$1.4M	0.12%	83
2023 Q4	$22M	Sell	245,532 -36,246	-13%	-$3M	0.15%	75
2023 Q3	$22.7M	Buy	281,778 +258,074	+1,089%	+$21.8M	0.17%	62
2023 Q2	$2.01M	Buy	23,704 +2,310	+11%	+$177K	0.01%	371
2023 Q1	$1.6M	Buy	21,394 +8,282	+63%	+$594K	0.02%	386
2022 Q4	$847K	Sell	13,112 -356	-3%	-$24.8K	0.01%	447
2022 Q3	$959K	Sell	13,468 -980	-7%	-$76.7K	0.01%	374
2022 Q2	$993K	Sell	14,448 -46,984	-76%	-$3.7M	0.01%	359
2022 Q1	$5.68M	Sell	61,432 -2,412	-4%	-$221K	0.06%	137
2021 Q4	$6.53M	Sell	63,844 -3,348	-5%	-$333K	0.07%	135
2021 Q3	$6.03M	Sell	67,192 -51,112	-43%	-$4.64M	0.08%	138
2021 Q2	$10.6M	Sell	118,304 -2,708	-2%	-$236K	0.15%	84
2021 Q1	$10.2M	Sell	121,012 -180,960	-60%	-$15.1M	0.18%	81
2020 Q4	$24.3M	Buy	301,972 +19,754	+7%	+$1.52M	0.51%	21
2020 Q3	$20.7M	Sell	282,218 -6,196	-2%	-$439K	0.53%	22
2020 Q2	$18.4M	Buy	288,414 +156,086	+118%	+$9.2M	0.56%	20
2020 Q1	$6.49M	Sell	132,328 -12,096	-8%	-$714K	0.28%	48
2019 Q4	$9.06M	Buy	144,424 +2,332	+2%	+$142K	0.36%	40
2019 Q3	$8.57M	Sell	142,092 -3,728	-3%	-$225K	0.43%	38
2019 Q2	$8.69M	Buy	145,820 +1,554	+1%	+$90.9K	0.5%	37
2019 Q1	$8.21M	Sell	144,266 -101,888	-41%	-$5.52M	0.53%	39
2018 Q4	$12.2M	Buy	246,154 +398	+0.2%	+$21K	1.2%	16
2018 Q3	$14.4M	Sell	245,756 -1,506	-0.6%	-$85.8K	1.4%	13
2018 Q2	$13.5M	Sell	247,262 -8,222	-3%	-$434K	1.55%	13
2018 Q1	$12.9M	Buy	+255,484	New	+$13.3M	1.77%	13
2017 Q1	–	Sell	-5,018	Closed	-$204K	–	281
2016 Q4	$204K	Buy	+5,018	New	+$203K	0.05%	191
2016 Q3	–	Sell	-378,794	Closed	-$14.8M	–	182
2016 Q2	$14.8M	Buy	378,794 +30,116	+9%	+$1.18M	4.56%	6
2016 Q1	$13.8M	Buy	+348,678	New	+$13M	4.64%	5

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

Lido Advisors's XLY Position: Q2 2026 in Review

Lido Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.2% in Q2 2026, selling an estimated $764K and leaving 64,444 shares worth $7.56M. The position accounts for 0.02% of the portfolio, ranked #408.

Lido Advisors first reported a position in XLY in Q1 2016 and has held it in 37 quarters since. The position peaked at $25.2M in Q2 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Lido Advisors held 64,444 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.56M as of Q2 2026.
Lido Advisors sold 6,549 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $764K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #408 holding.
Lido Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and has held it in 37 quarters since.
Lido Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25.2M in Q2 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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