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

LPL Financial’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07B	Sell	19,928,374 -249,659	-1%	-$13M	0.24%	82
2026 Q1	$996M	Sell	20,178,033 -1,547,590	-7%	-$80.6M	0.26%	72
2025 Q4	$1.19B	Sell	21,725,623 -2,432,931	-10%	-$130M	0.33%	57
2025 Q3	$1.3B	Buy	24,158,554 +3,270,085	+16%	+$173M	0.38%	52
2025 Q2	$1.09B	Sell	20,888,469 -179,356	-0.9%	-$8.88M	0.36%	53
2025 Q1	$1.05B	Buy	21,067,825 +2,097,141	+11%	+$105M	0.41%	49
2024 Q4	$917M	Buy	18,970,684 +3,935,403	+26%	+$190M	0.37%	54
2024 Q3	$681M	Buy	15,035,281 +1,251,367	+9%	+$54.6M	0.3%	69
2024 Q2	$567M	Buy	13,783,914 +525,305	+4%	+$21.6M	0.28%	78
2024 Q1	$558M	Buy	13,258,609 +1,072,541	+9%	+$42.3M	0.3%	73
2023 Q4	$458M	Buy	12,186,068 +820,895	+7%	+$28.4M	0.28%	78
2023 Q3	$377M	Sell	11,365,173 -463,473	-4%	-$16M	0.26%	85
2023 Q2	$399M	Sell	11,828,646 -791,473	-6%	-$25.8M	0.28%	81
2023 Q1	$406M	Sell	12,620,119 -33,003	-0.3%	-$1.15M	0.32%	67
2022 Q4	$433M	Buy	12,653,122 +1,344,769	+12%	+$45.5M	0.37%	53
2022 Q3	$343M	Sell	11,308,353 -2,536,994	-18%	-$83.9M	0.33%	60
2022 Q2	$435M	Sell	13,845,347 -4,051,705	-23%	-$140M	0.41%	49
2022 Q1	$686M	Buy	17,897,052 +2,414,534	+16%	+$94.4M	0.59%	29
2021 Q4	$605M	Buy	15,482,518 +2,580,428	+20%	+$101M	0.51%	35
2021 Q3	$484M	Buy	12,902,090 +1,982,719	+18%	+$74.2M	0.45%	39
2021 Q2	$401M	Buy	10,919,371 +1,812,900	+20%	+$66.3M	0.41%	46
2021 Q1	$310M	Buy	9,106,471 +4,428,993	+95%	+$142M	0.36%	51
2020 Q4	$138M	Sell	4,677,478 -251,781	-5%	-$6.74M	0.18%	113
2020 Q3	$119M	Sell	4,929,259 -1,526,692	-24%	-$37.1M	0.19%	109
2020 Q2	$149M	Sell	6,455,951 -686,368	-10%	-$15.6M	0.26%	75
2020 Q1	$149M	Sell	7,142,319 -429,486	-6%	-$11.8M	0.32%	64
2019 Q4	$233M	Buy	7,571,805 +506,458	+7%	+$14.9M	0.42%	45
2019 Q3	$198M	Sell	7,065,347 -463,445	-6%	-$12.8M	0.4%	45
2019 Q2	$208M	Sell	7,528,792 -467,538	-6%	-$12.7M	0.44%	40
2019 Q1	$206M	Buy	7,996,330 +310,083	+4%	+$8M	0.47%	36
2018 Q4	$183M	Sell	7,686,247 -903,915	-11%	-$23.5M	0.49%	39
2018 Q3	$237M	Buy	8,590,162 +75,757	+0.9%	+$2.12M	0.57%	30
2018 Q2	$226M	Sell	8,514,405 -822,564	-9%	-$22.7M	0.59%	29
2018 Q1	$257M	Buy	9,336,969 +1,761,925	+23%	+$50.7M	0.71%	25
2017 Q4	$211M	Buy	7,575,044 +792,333	+12%	+$21.3M	0.64%	26
2017 Q3	$175M	Buy	6,782,711 +1,470,410	+28%	+$36.7M	0.62%	27
2017 Q2	$131M	Buy	5,312,301 +445,687	+9%	+$10.6M	0.5%	37
2017 Q1	$115M	Buy	4,866,614 +1,066,483	+28%	+$25.5M	0.78%	18
2016 Q4	$89.3M	Buy	3,800,131 +1,577,560	+71%	+$33.8M	0.68%	19
2016 Q3	$42.9M	Sell	2,222,571 -820,863	-27%	-$16.9M	0.41%	42
2016 Q2	$60M	Sell	3,043,434 -1,773,989	-37%	-$35.9M	0.51%	33
2016 Q1	$94.2M	Sell	4,817,423 -1,456,265	-23%	-$27.7M	0.26%	83
2015 Q4	$129M	Buy	6,273,688 +1,497,753	+31%	+$31.5M	0.36%	55
2015 Q3	$97.2M	Buy	4,775,935 +1,069,287	+29%	+$22.7M	0.54%	35
2015 Q2	$79.8M	Buy	3,706,648 +662,760	+22%	+$14.3M	0.4%	45
2015 Q1	$64.4M	Sell	3,043,888 -189,668	-6%	-$4.01M	0.33%	65
2014 Q4	$70.2M	Sell	3,233,556 -23,087	-0.7%	-$484K	0.38%	50
2014 Q3	$65.4M	Sell	3,256,643 -1,192,015	-27%	-$24.1M	0.39%	51
2014 Q2	$88.8M	Sell	4,448,658 -1,081,398	-20%	-$21.1M	0.52%	37
2014 Q1	$108M	Buy	5,530,056 +706,070	+15%	+$13.5M	0.67%	25
2013 Q4	$92.6M	Sell	4,823,986 -330,407	-6%	-$6.08M	0.58%	28
2013 Q3	$92.4M	Buy	5,154,393 +375,410	+8%	+$6.66M	0.61%	28
2013 Q2	$81.6M	Buy	+4,778,983	New	+$80.1M	0.59%	33

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial's XLF Position: Q2 2026 in Review

LPL Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.2% in Q2 2026, selling an estimated $13M and leaving 19,928,374 shares worth $1.07B. The position accounts for 0.24% of the portfolio, ranked #82.

LPL Financial first reported a position in XLF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.3B in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

LPL Financial held 19,928,374 shares of State Street Financial Select Sector SPDR ETF worth $1.07B as of Q2 2026.
LPL Financial sold 249,659 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13M.
State Street Financial Select Sector SPDR ETF made up 0.24% of LPL Financial's portfolio in Q2 2026, its #82 holding.
LPL Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
LPL Financial's State Street Financial Select Sector SPDR ETF position peaked at $1.3B in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.