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

LPL Financial’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,000	Closed	-$266K	–	6371
2026 Q1	$266K	Sell	2,000 -3,000	-60%	-$423K	﹤0.01%	5279
2025 Q4	$720K	Buy	5,000 +3,000	+150%	+$433K	﹤0.01%	4388
2025 Q3	$282K	Sell	2,000 -3,000	-60%	-$397K	﹤0.01%	5095
2025 Q2	$633K	Buy	+5,000	New	+$555K	﹤0.01%	4178

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

LPL Financial's XLK Position: Q2 2026 in Review

LPL Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.58% in Q2 2026, buying an estimated $15.6M and bringing the position to 15,806,183 shares worth $3.01B. The position accounts for 0.68% of the portfolio, ranked #20.

LPL Financial first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

LPL Financial held 15,806,183 shares of State Street Technology Select Sector SPDR ETF worth $3.01B as of Q2 2026.
LPL Financial bought 91,240 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $15.6M.
State Street Technology Select Sector SPDR ETF made up 0.68% of LPL Financial's portfolio in Q2 2026, its #20 holding.
LPL Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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