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XLYXLY
Showing 8 of 31 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in CONSUMER DISCRETIONARY SELT

Lido Advisors, LLC holds 64,444 shares of XLY (CONSUMER DISCRETIONARY SELT), worth $7.6M as of 2026-Q2. The position was decreased (-9.2% shares). XLY represents 0.0% of Lido Advisors, LLC's portfolio.

Current Value

$7.6M

Current Shares

64,444

Total Value Change

+$4.7M

Total Shares Change

+50,268

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
64,444
-9.2%
$7.6M0.0%$117.28
0
2026-Q1
Increased
70,993
+8.9%
$7.7M0.0%$114.36
30
2025-Q4
Increased
65,180
+43.5%
$11.3M0.0%$120.36
37
2025-Q3
Decreased
45,439
-60.8%
$10.9M0.0%$120.14
0
2025-Q2
Decreased
115,866
-3.0%
$25.2M0.1%$108.89
0
2025-Q1
Increased
119,502
+287.5%
$23.6M0.1%$97.94
55
2024-Q4
Increased
30,836
+117.5%
$6.9M0.0%$112.06
44
2024-Q3
Decreased
14,176
-9.8%
$2.8M0.0%$99.37
0

Other major holders of XLY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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