Does Lido Advisors own XLU stock?

Yes. As of its Q3 2026 13F, Lido Advisors holds 507,496 shares of XLU, worth $20M.

How many shares of XLU does Lido Advisors own?

As of its Q3 2026 13F, Lido Advisors holds 507,496 shares of XLU.

As of its Q3 2026 13F, Lido Advisors' XLU position is worth $20M.

In Q3 2026, Lido Advisors increased its XLU position by 105,076 shares (+26.1%).

Lido Advisors already held XLU in its Q4 2018 13F, the earliest on record, and has listed it in 27 quarterly 13F filings.

29 quarters

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

Current Value

$20M

Current Shares

507,496

Total Value Change

+$6M

Total Shares Change

+243,072

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	507,496	+26.1%	$20M	0.1%	$39.44	35
2026-Q2	Increased	402,420	+3.0%	$18.2M	0.0%	$45.01	29
2026-Q1	Decreased	390,723	-15.3%	$17.9M	0.1%	$45.27	0
2025-Q4	Decreased	461,047	-17.2%	$24.9M	0.1%	$41.82	0
2025-Q3	Decreased	278,510	-23.6%	$24.3M	0.1%	$42.40	0
2025-Q2	Decreased	364,522	-2.3%	$29.8M	0.1%	$39.43	0
2025-Q1	Increased	373,153	+37.3%	$29.4M	0.1%	$37.81	45
2024-Q4	Increased	271,749	+4.4%	$20.6M	0.1%	$36.04	30
2024-Q3	Increased	260,366	+1211.1%	$21M	0.1%	$38.43	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%	$29.90	0
2023-Q1	Decreased	25,011	-92.7%	$1.7M	0.0%	$30.68	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%	$29.23	35
2022-Q2	Increased	304,376	+1317.2%	$21.3M	0.3%	$31.09	55
2022-Q1	New	21,477	-	$1.6M	0.0%	$32.74	35
2021-Q2	Exited	0	-100.0%	$0	0.0%	$27.20	0
2021-Q1	Decreased	3,285	-11.7%	$210,000	0.0%	$27.33	0
2020-Q4	New	3,722	-	$233,000	0.0%	$26.37	32
2020-Q2	Exited	0	-100.0%	$0	0.0%	$23.51	0
2020-Q1	Decreased	174,238	-21.8%	$9.7M	0.4%	$22.89	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%	$23.07	0
2018-Q4	First report	264,424	-	$14M	1.4%	$20.83	0

Other major holders of XLU: Public Investment Fund