LPL Financial
XLFS

LPL Financial’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

LPL Financial’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-134,166
Closed -$4.08M – 2881
2016
Q3 		$4.08M Buy
+134,166
New +$4.05M 0.04% 454

LPL Financial's XLFS Position: Q4 2016 in Review

LPL Financial sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 134,166 shares — an estimated $4.08M sold.

LPL Financial first reported a position in XLFS in Q3 2016 and held it in 1 quarter. The position peaked at $4.08M in Q3 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • LPL Financial reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 134,166 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $4.08M.
  • LPL Financial first reported a position in Financial Services Select Sector SPDR Fund in Q3 2016 and held it in 1 quarter.
  • LPL Financial's Financial Services Select Sector SPDR Fund position peaked at $4.08M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.