Lido Advisors, LLC's ownership history for XLE

Lido Advisors, LLC currently holds 131.6K shares with a market value of $8.1M. It started holding XLE on 2024-09-30. At its peak, it held 131.6K shares on 2026-03-31. Its highest holding value was $9.0M on 2025-09-30. At its lowest, it held 75.5K shares on 2024-09-30, with a value of $6.6M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has increased its shares by 30.4K. In the recent year, Lido Advisors, LLC has increased its shares by 41.2K.

It has also owned 30 contracts of calls, with the market value of the underlying securities totaling $183.8K on 2024-09-30. At its peak, it held 118 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $1.0M on 2024-12-31. At its lowest, it held 15 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $80.5K on 2025-12-31. In the recent 180 days, Lido Advisors, LLC has increased its holdings by 12 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 15 contracts.

It has also owned 14 contracts of puts, with the market value of the underlying securities totaling $62.6K on 2024-09-30. At its peak, it held 17 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $144.2K on 2025-06-30. At its lowest, it held 14 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $62.6K on 2025-12-31. In the recent 180 days, Lido Advisors, LLC has decreased its holdings by 3 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 131.5K contracts.