LPL Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LPL Financial’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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%	+$9.95M	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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial's XLU Position: Q1 2026 in Review

LPL Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q1 2026, buying an estimated $37.5M and bringing the position to 16,014,045 shares worth $735M. The position accounts for 0.2% of the portfolio, ranked #112.

LPL Financial first reported a position in XLU in Q2 2013 and has held it in 52 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

LPL Financial held 16,014,045 shares of State Street Utilities Select Sector SPDR ETF worth $735M as of Q1 2026.
LPL Financial bought 835,724 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $37.5M.
State Street Utilities Select Sector SPDR ETF made up 0.2% of LPL Financial's portfolio in Q1 2026, its #112 holding.
LPL Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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