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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial's XLY Position: Q1 2026 in Review

LPL Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.4% in Q1 2026, selling an estimated $37.2M and leaving 3,059,312 shares worth $333M. The position accounts for 0.09% of the portfolio, ranked #226.

LPL Financial first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $405M in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

LPL Financial held 3,059,312 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $333M as of Q1 2026.
LPL Financial sold 318,364 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $37.2M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of LPL Financial's portfolio in Q1 2026, its #226 holding.
LPL Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
LPL Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $405M in Q3 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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