LPL Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $599M | Sell |
15,189,016
-37,174
| -0.2% | -$1.62M | 0.13% | 164 |
|
|
2026
Q2 | $690M | Sell |
15,226,190
-787,855
| -5% | -$35.7M | 0.16% | 132 |
|
|
2026
Q1 | $735M | Buy |
16,014,045
+835,724
| +6% | +$37.5M | 0.2% | 112 |
|
|
2025
Q4 | $648M | Buy |
15,178,321
+456,633
| +3% | +$20.2M | 0.18% | 117 |
|
|
2025
Q3 | $642M | Buy |
14,721,688
+305,996
| +2% | +$12.9M | 0.19% | 113 |
|
|
2025
Q2 | $589M | Buy |
14,415,692
+2,732,866
| +23% | +$109M | 0.2% | 109 |
|
|
2025
Q1 | $461M | Buy |
11,682,826
+507,688
| +5% | +$19.8M | 0.18% | 122 |
|
|
2024
Q4 | $423M | Sell |
11,175,138
-73,952
| -0.7% | -$2.93M | 0.17% | 120 |
|
|
2024
Q3 | $454M | Buy |
11,249,090
+1,402,300
| +14% | +$52M | 0.2% | 105 |
|
|
2024
Q2 | $335M | Buy |
9,846,790
+2,452,546
| +33% | +$84.2M | 0.17% | 119 |
|
|
2024
Q1 | $243M | Sell |
7,394,244
-174,980
| -2% | -$5.46M | 0.13% | 149 |
|
|
2023
Q4 | $240M | Buy |
7,569,224
+325,274
| +4% | +$9.9M | 0.15% | 134 |
|
|
2023
Q3 | $213M | Sell |
7,243,950
-753,556
| -9% | -$24.3M | 0.15% | 128 |
|
|
2023
Q2 | $262M | Buy |
7,997,506
+216,326
| +3% | +$7.28M | 0.19% | 108 |
|
|
2023
Q1 | $263M | Sell |
7,781,180
-542,858
| -7% | -$18.4M | 0.21% | 103 |
|
|
2022
Q4 | $293M | Sell |
8,324,038
-80,862
| -1% | -$2.75M | 0.25% | 88 |
|
|
2022
Q3 | $275M | Buy |
8,404,900
+1,342,014
| +19% | +$49.2M | 0.27% | 81 |
|
|
2022
Q2 | $248M | Buy |
7,062,886
+533,490
| +8% | +$19.3M | 0.24% | 91 |
|
|
2022
Q1 | $243M | Buy |
6,529,396
+1,776,068
| +37% | +$61.6M | 0.21% | 95 |
|
|
2021
Q4 | $170M | Buy |
4,753,328
+691,432
| +17% | +$23.3M | 0.14% | 136 |
|
|
2021
Q3 | $130M | Buy |
4,061,896
+436,882
| +12% | +$14.6M | 0.12% | 157 |
|
|
2021
Q2 | $115M | Buy |
3,625,014
+316,876
| +10% | +$10.4M | 0.12% | 173 |
|
|
2021
Q1 | $106M | Sell |
3,308,138
-644,910
| -16% | -$20M | 0.12% | 163 |
|
|
2020
Q4 | $124M | Sell |
3,953,048
-47,542
| -1% | -$1.5M | 0.16% | 125 |
|
|
2020
Q3 | $119M | Sell |
4,000,590
-2,856
| -0.1% | -$84.8K | 0.19% | 108 |
|
|
2020
Q2 | $113M | Sell |
4,003,446
-1,333,348
| -25% | -$38.4M | 0.2% | 103 |
|
|
2020
Q1 | $148M | Sell |
5,336,794
-73,864
| -1% | -$2.36M | 0.32% | 65 |
|
|
2019
Q4 | $175M | Buy |
5,410,658
+227,246
| +4% | +$7.22M | 0.32% | 61 |
|
|
2019
Q3 | $168M | Buy |
5,183,412
+339,198
| +7% | +$10.5M | 0.34% | 61 |
|
|
2019
Q2 | $144M | Buy |
4,844,214
+1,848,694
| +62% | +$54.3M | 0.31% | 66 |
|
|
2019
Q1 | $87.1M | Buy |
2,995,520
+672,540
| +29% | +$18.7M | 0.2% | 104 |
|
|
2018
Q4 | $61.5M | Buy |
2,322,980
+689,742
| +42% | +$18.7M | 0.16% | 115 |
|
|
2018
Q3 | $43M | Buy |
1,633,238
+222,410
| +16% | +$5.91M | 0.1% | 172 |
|
|
2018
Q2 | $36.7M | Buy |
1,410,828
+125,106
| +10% | +$3.15M | 0.1% | 180 |
|
|
2018
Q1 | $32.5M | Sell |
1,285,722
-140,738
| -10% | -$3.51M | 0.09% | 198 |
|
|
2017
Q4 | $37.6M | Sell |
1,426,460
-429,556
| -23% | -$11.8M | 0.11% | 167 |
|
|
2017
Q3 | $49.2M | Buy |
1,856,016
+69,158
| +4% | +$1.86M | 0.17% | 111 |
|
|
2017
Q2 | $46.4M | Buy |
1,786,858
+282,930
| +19% | +$7.43M | 0.18% | 112 |
|
|
2017
Q1 | $38.6M | Buy |
1,503,928
+1,892
| +0.1% | +$47.3K | 0.26% | 57 |
|
|
2016
Q4 | $36.4M | Sell |
1,502,036
-1,901,502
| -56% | -$45.4M | 0.28% | 57 |
|
|
2016
Q3 | $80.5M | Buy |
3,403,538
+798,068
| +31% | +$20.3M | 0.76% | 18 |
|
|
2016
Q2 | $69M | Sell |
2,605,470
-2,418,256
| -48% | -$59.6M | 0.58% | 24 |
|
|
2016
Q1 | $122M | Buy |
5,023,726
+1,941,386
| +63% | +$44.8M | 0.34% | 62 |
|
|
2015
Q4 | $67M | Buy |
3,082,340
+1,743,872
| +130% | +$37.8M | 0.19% | 112 |
|
|
2015
Q3 | $29.4M | Sell |
1,338,468
-111,516
| -8% | -$2.4M | 0.16% | 129 |
|
|
2015
Q2 | $30.7M | Sell |
1,449,984
-955,354
| -40% | -$20.9M | 0.16% | 136 |
|
|
2015
Q1 | $53.5M | Buy |
2,405,338
+628,854
| +35% | +$14.5M | 0.27% | 79 |
|
|
2014
Q4 | $41.9M | Buy |
1,776,484
+464,346
| +35% | +$10.5M | 0.23% | 87 |
|
|
2014
Q3 | $27.8M | Sell |
1,312,138
-86,912
| -6% | -$1.84M | 0.17% | 132 |
|
|
2014
Q2 | $31M | Buy |
1,399,050
+199,776
| +17% | +$4.25M | 0.18% | 120 |
|
|
2014
Q1 | $24.9M | Buy |
1,199,274
+128,464
| +12% | +$2.53M | 0.15% | 142 |
|
|
2013
Q4 | $20.3M | Sell |
1,070,810
-109,208
| -9% | -$2.09M | 0.13% | 156 |
|
|
2013
Q3 | $22.4M | Sell |
1,180,018
-197,696
| -14% | -$3.77M | 0.15% | 139 |
|
|
2013
Q2 | $25.9M | Buy |
+1,377,714
| New | +$27M | 0.19% | 103 |
|
Other funds holding XLU
LPL Financial's XLU Position: Q3 2026 in Review
LPL Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.24% in Q3 2026, selling an estimated $1.62M and leaving 15,189,016 shares worth $599M. The position accounts for 0.13% of the portfolio, ranked #164.
LPL Financial first reported a position in XLU in Q2 2013 and has held it in 54 quarters since. The position peaked at $735M in Q1 2026. 1,076 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- LPL Financial held 15,189,016 shares of State Street Utilities Select Sector SPDR ETF worth $599M as of Q3 2026.
- LPL Financial sold 37,174 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.62M.
- State Street Utilities Select Sector SPDR ETF made up 0.13% of LPL Financial's portfolio in Q3 2026, its #164 holding.
- LPL Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
- LPL Financial's State Street Utilities Select Sector SPDR ETF position peaked at $735M in Q1 2026.
- 1,076 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.