How many shares of XLU does Lido Advisors, LLC own?

As of 2026-Q2, Lido Advisors, LLC holds 402,420 shares of XLU (UTILITIES SELECT SECTOR SPDR).

What is Lido Advisors, LLC's XLU position worth?

As of 2026-Q2, Lido Advisors, LLC's XLU position is worth $18.2M.

In 2026-Q2, Lido Advisors, LLC increased their XLU position (+3.0% change in shares).

Based on available 13F filings, Lido Advisors, LLC first reported a position in XLU in 2018-Q4. They have held the position across 28 quarters.

Position history for Lido Advisors, LLC's holdings in UTILITIES SELECT SECTOR SPDR

Current Value

$18.2M

Current Shares

402,420

Total Value Change

+$4.3M

Total Shares Change

+137,996

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	402,420	+3.0%	$18.2M	0.0%	$45.34	29
2026-Q1	Decreased	390,723	-15.3%	$17.9M	0.1%	$47.07	0
2025-Q4	Increased	461,047	+65.5%	$24.9M	0.1%	$42.96	42
2025-Q3	Decreased	278,510	-23.6%	$24.3M	0.1%	$43.21	0
2025-Q2	Decreased	364,522	-2.3%	$29.8M	0.1%	$40.09	0
2025-Q1	Increased	373,153	+37.3%	$29.4M	0.1%	$38.18	45
2024-Q4	Increased	271,749	+4.4%	$20.6M	0.1%	$36.83	30
2024-Q3	Increased	260,366	+1211.1%	$21M	0.1%	$38.77	55
2024-Q2	Increased	19,858	+21.9%	$1.4M	0.0%	$32.63	31
2024-Q1	Increased	16,297	+13.6%	$1.1M	0.0%	$31.19	28
2023-Q4	Increased	14,347	+33.6%	$908,616	0.0%	$29.84	32
2023-Q3	Decreased	10,741	-50.1%	$632,953	0.0%	$27.51	0
2023-Q2	Decreased	21,507	-14.0%	$1.4M	0.0%	$29.97	0
2023-Q1	Decreased	25,011	-92.7%	$1.7M	0.0%	$30.87	0
2022-Q4	Increased	344,411	+8.5%	$24.3M	0.3%	$32.14	37
2022-Q3	Increased	317,322	+4.3%	$20.8M	0.3%	$30.21	35
2022-Q2	Increased	304,376	+1317.2%	$21.3M	0.3%	$31.16	55
2022-Q1	New	21,477	-	$1.6M	0.0%	$33.22	35
2021-Q2	Exited	0	-100.0%	$0	0.0%	$27.62	0
2021-Q1	Decreased	3,285	-11.7%	$210,000	0.0%	$27.50	0
2020-Q4	New	3,722	-	$233,000	0.0%	$26.53	32
2020-Q2	Exited	0	-100.0%	$0	0.0%	$23.73	0
2020-Q1	Decreased	174,238	-21.8%	$9.7M	0.4%	$24.17	0
2019-Q4	Decreased	222,719	-2.6%	$14.4M	0.6%	$26.68	0
2019-Q3	Decreased	228,713	-6.3%	$14.8M	0.7%	$26.61	0
2019-Q2	Decreased	244,194	-3.4%	$14.6M	0.8%	$24.34	0
2019-Q1	Decreased	252,802	-4.4%	$14.7M	1.0%	$23.55	0
2018-Q4	New	264,424	-	$14M	1.4%	$21.23	64