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Position history for LPL Financial LLCLPL Financial LLC's holdings in SPDR SERIES TRUST

LPL Financial LLC holds 419,399 shares of BWX (SPDR SERIES TRUST), worth $9.1M as of 2026-Q2. The position was decreased (-6.4% shares). BWX represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$9.1M

Current Shares

419,399

Total Value Change

-$3.4M

Total Shares Change

-114,120

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
419,399
-6.4%
$9.1M0.0%$21.59
0
2026-Q1
Increased
448,054
+5.1%
$9.8M0.0%$21.73
29
2025-Q4
Decreased
426,296
-0.8%
$9.6M0.0%$22.23
0
2025-Q3
Increased
429,836
+7.1%
$9.9M0.0%$22.51
30
2025-Q2
Decreased
401,392
-9.6%
$9.4M0.0%$22.86
0
2025-Q1
Decreased
444,077
-15.8%
$9.7M0.0%$21.17
0
2024-Q4
Decreased
527,610
-1.1%
$11.3M0.0%$20.64
0
2024-Q3
Increased
533,519
+2.8%
$12.5M0.0%$22.40
29

Other major holders of BWX: Steward Partners Investment Advisory, LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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