Question 1

Does Lido Advisors own XLY stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Lido Advisors holds 64,444 shares of XLY, worth $7.6M.

Question 2

How many shares of XLY does Lido Advisors own?

Accepted Answer

As of its Q2 2026 13F, Lido Advisors holds 64,444 shares of XLY.

Question 3

What is Lido Advisors' XLY position worth?

Accepted Answer

As of its Q2 2026 13F, Lido Advisors' XLY position is worth $7.6M.

Question 4

Is Lido Advisors buying or selling XLY?

Accepted Answer

In Q2 2026, Lido Advisors reduced its XLY position by 6,549 shares (-9.2%).

Question 5

When did Lido Advisors first buy XLY?

Accepted Answer

Lido Advisors already held XLY in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	64,444	-9.2%	$7.6M	0.0%	$117.28	0
2026-Q1	Increased	70,993	+8.9%	$7.7M	0.0%	$114.36	30
2025-Q4	Increased	65,180	+43.5%	$11.3M	0.0%	$120.36	37
2025-Q3	Decreased	45,439	-60.8%	$10.9M	0.0%	$120.14	0
2025-Q2	Decreased	115,866	-3.0%	$25.2M	0.1%	$108.89	0
2025-Q1	Increased	119,502	+287.5%	$23.6M	0.1%	$97.94	55
2024-Q4	Increased	30,836	+117.5%	$6.9M	0.0%	$112.06	44
2024-Q3	Decreased	14,176	-9.8%	$2.8M	0.0%	$99.37	0

XLYShowing 8 of 31 quarters

XLY
Showing 8 of 31 quarters