LPL Financial
SRET icon

LPL Financial’s Global X SuperDividend REIT ETF SRET Stock Holding History

LPL Financial’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7M Buy
505,567
+34,527
+7% +$769K ﹤0.01% 1941
2025
Q4 		$10.3M Buy
471,040
+40,743
+9% +$884K ﹤0.01% 1906
2025
Q3 		$9.31M Sell
430,297
-2,138
-0.5% -$45.9K ﹤0.01% 1934
2025
Q2 		$9.15M Buy
432,435
+35,329
+9% +$723K ﹤0.01% 1808
2025
Q1 		$8.42M Buy
397,106
+33,042
+9% +$685K ﹤0.01% 1730
2024
Q4 		$7.28M Sell
364,064
-30,151
-8% -$639K ﹤0.01% 1778
2024
Q3 		$8.86M Buy
394,215
+18,336
+5% +$394K ﹤0.01% 1545
2024
Q2 		$7.5M Sell
375,879
-155,035
-29% -$3.07M ﹤0.01% 1550
2024
Q1 		$10.9M Sell
530,914
-7,040
-1% -$144K 0.01% 1282
2023
Q4 		$11.9M Buy
537,954
+21,457
+4% +$432K 0.01% 1148
2023
Q3 		$10.4M Buy
516,497
+7,179
+1% +$155K 0.01% 1143
2023
Q2 		$10.9M Sell
509,318
-24,227
-5% -$516K 0.01% 1084
2023
Q1 		$11.6M Sell
533,545
-6,443
-1% -$147K 0.01% 1017
2022
Q4 		$11.7M Buy
539,988
+68,410
+15% +$1.48M 0.01% 945
2022
Q3 		$9.72M Buy
471,578
+68,464
+17% +$1.68M 0.01% 974
2022
Q2 		$9.72M Buy
403,114
+37,957
+10% +$974K 0.01% 976
2022
Q1 		$10.1M Buy
365,157
+12,513
+4% +$340K 0.01% 1001
2021
Q4 		$10.1M Sell
352,644
-18,658
-5% -$535K 0.01% 1015
2021
Q3 		$10.6M Buy
371,302
+32,008
+9% +$936K 0.01% 930
2021
Q2 		$10.1M Buy
339,294
+44,319
+15% +$1.32M 0.01% 905
2021
Q1 		$8.44M Buy
294,975
+34,505
+13% +$953K 0.01% 921
2020
Q4 		$6.95M Sell
260,470
-7,311
-3% -$184K 0.01% 935
2020
Q3 		$6.31M Sell
267,781
-55,348
-17% -$1.3M 0.01% 841
2020
Q2 		$7.59M Buy
323,129
+19,376
+6% +$419K 0.01% 691
2020
Q1 		$5.99M Buy
303,753
+34,277
+13% +$1.37M 0.01% 680
2019
Q4 		$12.4M Buy
269,476
+49,032
+22% +$2.23M 0.02% 509
2019
Q3 		$9.95M Buy
220,444
+37,232
+20% +$1.65M 0.02% 538
2019
Q2 		$8.16M Buy
183,212
+67,020
+58% +$3M 0.02% 589
2019
Q1 		$5.24M Buy
116,192
+27,297
+31% +$1.21M 0.01% 736
2018
Q4 		$3.62M Buy
88,895
+69,169
+351% +$3.02M 0.01% 821
2018
Q3 		$900K Buy
19,726
+11,166
+130% +$518K ﹤0.01% 1748
2018
Q2 		$393K Buy
8,560
+401
+5% +$17.8K ﹤0.01% 2407
2018
Q1 		$352K Sell
8,159
-1,819
-18% -$79.7K ﹤0.01% 2474
2017
Q4 		$465K Buy
9,978
+613
+7% +$28.5K ﹤0.01% 2122
2017
Q3 		$437K Buy
+9,365
New +$433K ﹤0.01% 2050
2017
Q2 		– Sell
-4,687
Closed -$210K – 2953
2017
Q1 		$210K Sell
4,687
-568
-11% -$25K ﹤0.01% 2463
2016
Q4 		$228K Buy
+5,255
New +$226K ﹤0.01% 2382

Other funds holding SRET

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's SRET Position: Q1 2026 in Review

LPL Financial increased its Global X SuperDividend REIT ETF (SRET) stake by 7.3% in Q1 2026, buying an estimated $769K and bringing the position to 505,567 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

LPL Financial first reported a position in SRET in Q4 2016 and has held it in 37 quarters since. The position peaked at $12.4M in Q4 2019. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

  • LPL Financial held 505,567 shares of Global X SuperDividend REIT ETF worth $10.7M as of Q1 2026.
  • LPL Financial bought 34,527 Global X SuperDividend REIT ETF shares in Q1 2026, an estimated $769K.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1941 holding.
  • LPL Financial first reported a position in Global X SuperDividend REIT ETF in Q4 2016 and has held it in 37 quarters since.
  • LPL Financial's Global X SuperDividend REIT ETF position peaked at $12.4M in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.