Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings537 positions
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.4M | $405.6M | 23.2% | — | — | — | Increased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 344,300 | $100.9M | 5.8% | — | — | — | Increased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 212,423 | $62.5M | 3.6% | $233.60 | +12.97% | 3 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 343,458 | $61.6M | 3.5% | $35.91 | +17.95% | 3 qtrssince 2018-Q4 | Increased 59 |
ISHARES S&P 500 VALUE ETF | 523,823 | $61.1M | 3.5% | $88.99 | +13.03% | 3 qtrssince 2018-Q4 | Increased 60 |
ESSEX PPTY TR INC | 165,866 | $48.7M | 2.8% | $222.72 | +1.62% | 2 qtrssince 2019-Q1 | Increased 50 |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 583,909 | $36.4M | 2.1% | $47.64 | +23.79% | 3 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY MSCI HEALTH CARE INDEX ETF | 558,319 | $25.1M | 1.4% | $38.06 | +7.39% | 3 qtrssince 2018-Q4 | Increased 51 |
FIDELITY MSCI FINANCIALS INDEX ETF | 549,516 | $22M | 1.3% | $30.31 | +13.98% | 3 qtrssince 2018-Q4 | Increased 50 |
Microsoft Corp. | 160,527 | $21.5M | 1.2% | $102.20 | +22.84% | 3 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 106,520 | $21.1M | 1.2% | $38.91 | +21.57% | 3 qtrssince 2018-Q4 | Increased 48 |
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 516,955 | $19M | 1.1% | $28.17 | +2.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 129,172 | $18M | 1.0% | $111.90 | +1.99% | 3 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 293,942 | $17.1M | 1.0% | $45.95 | +4.28% | 2 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 179,118 | $16.6M | 0.9% | $76.79 | +6.56% | 3 qtrssince 2018-Q4 | Decreased 0 |
Fidelity Covington Trust MSCI INDL INDX | 410,576 | $16.3M | 0.9% | $30.09 | +19.62% | 3 qtrssince 2018-Q4 | Decreased 0 |
Fidelity Covington Trust MSCI CONSM DIS | 345,919 | $15.8M | 0.9% | $37.13 | +15.90% | 3 qtrssince 2018-Q4 | Increased 43 |
INVESCO S&P 500 QUALITY ETF | 467,305 | $15.4M | 0.9% | $25.18 | +19.05% | 3 qtrssince 2018-Q4 | Decreased 0 |
iShares Trust MSCI EAFE ETF | 233,902 | $15.4M | 0.9% | $47.49 | +14.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 244,194 | $14.6M | 0.8% | $20.83 | +14.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $1.7B across 537 positions as of Q2 2019. Top holdings: SPY calls (23.2%), SPY puts (5.8%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 61 new positions, 48 exits, 220 increased. Top move: IVE (INCREASED, conviction 60). Portfolio: $1.7B across 537 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR