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	$1.13M	Buy	+21,000	New	+$1.09M	﹤0.01%	4324
2025 Q4	–	Sell	-17,500	Closed	-$943K	–	6085
2025 Q3	$943K	Buy	+17,500	New	+$927K	﹤0.01%	4053
2025 Q1	–	Sell	-5,000	Closed	-$242K	–	5538
2024 Q4	$242K	Sell	5,000 -4,900	-49%	-$237K	﹤0.01%	4692
2024 Q3	$449K	Buy	+9,900	New	+$432K	﹤0.01%	4088
2022 Q1	–	Sell	-38,800	Closed	-$1.51M	–	4400
2021 Q4	$1.51M	Sell	38,800 -4,600	-11%	-$181K	﹤0.01%	2304
2021 Q3	$1.63M	Buy	43,400 +2,600	+6%	+$97.3K	﹤0.01%	2212
2021 Q2	$1.5M	Sell	40,800 -2,100	-5%	-$76.8K	﹤0.01%	2213
2021 Q1	$1.46M	Hold	42,900	–	–	﹤0.01%	2079
2020 Q4	$1.26M	Sell	42,900 -100	-0.2%	-$2.67K	﹤0.01%	2005
2020 Q3	$1.03M	Buy	43,000 +1,000	+2%	+$24.3K	﹤0.01%	1928
2020 Q2	$972K	Buy	+42,000	New	+$954K	﹤0.01%	1841
2020 Q1	–	Sell	-11,600	Closed	-$357K	–	3441
2019 Q4	$357K	Buy	+11,600	New	+$340K	﹤0.01%	2643
2019 Q3	–	Sell	-7,700	Closed	-$213K	–	3384
2019 Q2	$213K	Buy	+7,700	New	+$209K	﹤0.01%	2978

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 22.9% 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. 1,902 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.
1,902 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.