LPL Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

LPL Financial’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,800	Closed	-$491K	–	4401
2021 Q4	$491K	Buy	4,800 +1,000	+26%	+$99.6K	﹤0.01%	3297
2021 Q3	$341K	Buy	+3,800	New	+$345K	﹤0.01%	3549
2020 Q4	–	Sell	-16,000	Closed	-$1.18M	–	3879
2020 Q3	$1.18M	Buy	+16,000	New	+$1.13M	﹤0.01%	1815

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial's XLY Position: Q2 2026 in Review

LPL Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.5% in Q2 2026, selling an estimated $30.2M and leaving 2,800,487 shares worth $328M. The position accounts for 0.07% of the portfolio, ranked #267.

LPL Financial first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $405M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

LPL Financial held 2,800,487 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $328M as of Q2 2026.
LPL Financial sold 258,825 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $30.2M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of LPL Financial's portfolio in Q2 2026, its #267 holding.
LPL Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
LPL Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $405M in Q3 2025.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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