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 Q1	$425K	Sell	3,200 -1,000	-24%	-$141K	﹤0.01%	4908
2025 Q4	$605K	Sell	4,200 -316,600	-99%	-$45.7M	﹤0.01%	4552
2025 Q3	$45.2M	Buy	320,800 +299,200	+1,385%	+$39.6M	0.01%	895
2025 Q2	$2.73M	Buy	21,600 +17,400	+414%	+$1.93M	﹤0.01%	2828
2025 Q1	$434K	Hold	4,200	–	–	﹤0.01%	4300
2024 Q4	$488K	Sell	4,200 -14,000	-77%	-$1.63M	﹤0.01%	4109
2024 Q3	$2.05M	Buy	18,200 +9,000	+98%	+$988K	﹤0.01%	2715
2024 Q2	$1.04M	Buy	9,200 +9,180	+45,900%	+$967K	﹤0.01%	3220
2024 Q1	$208K	Sell	20 -50,180	-100%	-$5.07M	﹤0.01%	4478
2023 Q4	$4.83M	Buy	+50,200	New	+$4.47M	﹤0.01%	1708
2023 Q3	–	Sell	-15,000	Closed	-$1.3M	–	4808
2023 Q2	$1.3M	Buy	+15,000	New	+$1.18M	﹤0.01%	2634
2022 Q2	–	Sell	-8,000	Closed	-$636K	–	4548
2022 Q1	$636K	Buy	+8,000	New	+$628K	﹤0.01%	3008
2020 Q4	–	Sell	-32,000	Closed	-$1.87M	–	3878
2020 Q3	$1.87M	Buy	+32,000	New	+$1.81M	﹤0.01%	1505

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial's XLK Position: Q1 2026 in Review

LPL Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, selling an estimated $36.9M and leaving 15,714,943 shares worth $2.09B. The position accounts for 0.55% of the portfolio, ranked #31.

LPL Financial first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.3B in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

LPL Financial held 15,714,943 shares of State Street Technology Select Sector SPDR ETF worth $2.09B as of Q1 2026.
LPL Financial sold 262,211 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $36.9M.
State Street Technology Select Sector SPDR ETF made up 0.55% of LPL Financial's portfolio in Q1 2026, its #31 holding.
LPL Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
LPL Financial's State Street Technology Select Sector SPDR ETF position peaked at $2.3B in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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