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
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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's XLF Position: Q1 2026 in Review

LPL Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.1% in Q1 2026, selling an estimated $80.6M and leaving 20,178,033 shares worth $996M. The position accounts for 0.26% of the portfolio, ranked #72.

LPL Financial first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.3B in Q3 2025. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

LPL Financial held 20,178,033 shares of State Street Financial Select Sector SPDR ETF worth $996M as of Q1 2026.
LPL Financial sold 1,547,590 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $80.6M.
State Street Financial Select Sector SPDR ETF made up 0.26% of LPL Financial's portfolio in Q1 2026, its #72 holding.
LPL Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
LPL Financial's State Street Financial Select Sector SPDR ETF position peaked at $1.3B in Q3 2025.
1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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