LPL Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LPL Financial’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$946M	Buy	15,447,428 +2,573,216	+20%	+$138M	0.25%	75
2025 Q4	$576M	Sell	12,874,212 -15,014	-0.1%	-$669K	0.16%	130
2025 Q3	$576M	Sell	12,889,226 -381,030	-3%	-$16.7M	0.17%	123
2025 Q2	$563M	Sell	13,270,256 -191,266	-1%	-$7.97M	0.19%	116
2025 Q1	$629M	Sell	13,461,522 -913,128	-6%	-$41.2M	0.24%	93
2024 Q4	$616M	Buy	14,374,650 +193,740	+1%	+$8.8M	0.25%	87
2024 Q3	$623M	Sell	14,180,910 -2,005,612	-12%	-$89.7M	0.28%	79
2024 Q2	$738M	Buy	16,186,522 +1,280,046	+9%	+$59.6M	0.37%	56
2024 Q1	$704M	Buy	14,906,476 +393,496	+3%	+$16.9M	0.38%	51
2023 Q4	$608M	Sell	14,512,980 -723,574	-5%	-$30.9M	0.37%	50
2023 Q3	$689M	Buy	15,236,554 +1,783,988	+13%	+$78.1M	0.48%	38
2023 Q2	$546M	Sell	13,452,566 -3,386,350	-20%	-$138M	0.39%	47
2023 Q1	$697M	Buy	16,838,916 +82,432	+0.5%	+$3.52M	0.54%	32
2022 Q4	$733M	Buy	16,756,484 +2,288,290	+16%	+$99.6M	0.63%	26
2022 Q3	$521M	Sell	14,468,194 -259,254	-2%	-$9.8M	0.5%	39
2022 Q2	$527M	Buy	14,727,448 +1,895,650	+15%	+$76.1M	0.5%	38
2022 Q1	$490M	Buy	12,831,798 +4,380,422	+52%	+$152M	0.42%	45
2021 Q4	$235M	Buy	8,451,376 +320,894	+4%	+$9.07M	0.2%	98
2021 Q3	$212M	Sell	8,130,482 -140,320	-2%	-$3.48M	0.2%	101
2021 Q2	$223M	Buy	8,270,802 +943,664	+13%	+$24.5M	0.23%	92
2021 Q1	$180M	Buy	7,327,138 +2,605,682	+55%	+$60.1M	0.21%	103
2020 Q4	$89.5M	Buy	4,721,456 +1,596,398	+51%	+$27.5M	0.12%	170
2020 Q3	$46.8M	Sell	3,125,058 -555,326	-15%	-$9.86M	0.07%	246
2020 Q2	$69.7M	Buy	3,680,384 +1,101,118	+43%	+$20.5M	0.12%	154
2020 Q1	$37.5M	Sell	2,579,266 -109,680	-4%	-$2.6M	0.08%	218
2019 Q4	$80.7M	Buy	2,688,946 +714,426	+36%	+$21.2M	0.15%	132
2019 Q3	$58.4M	Sell	1,974,520 -213,212	-10%	-$6.45M	0.12%	159
2019 Q2	$69.7M	Sell	2,187,732 -871,088	-28%	-$27.9M	0.15%	120
2019 Q1	$101M	Buy	3,058,820 +24,832	+0.8%	+$798K	0.23%	85
2018 Q4	$87M	Sell	3,033,988 -128,950	-4%	-$4.31M	0.23%	89
2018 Q3	$120M	Sell	3,162,938 -61,106	-2%	-$2.29M	0.29%	66
2018 Q2	$122M	Buy	3,224,044 +519,612	+19%	+$19.3M	0.32%	57
2018 Q1	$91.2M	Buy	2,704,432 +80,086	+3%	+$2.83M	0.25%	80
2017 Q4	$94.8M	Buy	2,624,346 +258,848	+11%	+$8.91M	0.29%	69
2017 Q3	$81M	Sell	2,365,498 -288,490	-11%	-$9.38M	0.29%	71
2017 Q2	$86.1M	Sell	2,653,988 -46,378	-2%	-$1.56M	0.33%	62
2017 Q1	$94.2M	Sell	2,700,366 -199,214	-7%	-$7.2M	0.64%	26
2016 Q4	$110M	Buy	2,899,580 +371,338	+15%	+$13.4M	0.84%	16
2016 Q3	$88.3M	Sell	2,528,242 -88,796	-3%	-$3.04M	0.84%	14
2016 Q2	$88.3M	Sell	2,617,038 -2,512,298	-49%	-$82.9M	0.75%	19
2016 Q1	$154M	Buy	5,129,336 +850,424	+20%	+$24.7M	0.43%	42
2015 Q4	$130M	Buy	4,278,912 +2,286,518	+115%	+$75.3M	0.36%	54
2015 Q3	$65.5M	Sell	1,992,394 -149,720	-7%	-$5.05M	0.36%	56
2015 Q2	$78.8M	Buy	2,142,114 +594,450	+38%	+$23.6M	0.4%	48
2015 Q1	$60M	Buy	1,547,664 +446,232	+41%	+$17.3M	0.31%	70
2014 Q4	$43.6M	Buy	1,101,432 +181,904	+20%	+$7.56M	0.24%	81
2014 Q3	$40.8M	Buy	919,528 +157,946	+21%	+$7.65M	0.24%	81
2014 Q2	$38.1M	Buy	761,582 +139,638	+22%	+$6.61M	0.22%	93
2014 Q1	$27.7M	Buy	621,944 +29,324	+5%	+$1.27M	0.17%	126
2013 Q4	$26.2M	Sell	592,620 -17,568	-3%	-$756K	0.16%	130
2013 Q3	$25.9M	Buy	610,188 +11,750	+2%	+$484K	0.17%	125
2013 Q2	$23.4M	Buy	+598,438	New	+$23.7M	0.17%	115