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SDYSDY
30 quarters

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

LPL Financial LLC holds 3M shares of SDY (SPDR SERIES TRUST), worth $437.5M as of 2026-Q1. The position was decreased (-1.0% shares). SDY represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$437.5M

Current Shares

3M

Total Value Change

+$310.1M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3M
-1.0%
$437.5M0.1%$154.56
0
2025-Q4
Decreased
3M
-0.1%
$421.5M0.1%$140.12
0
2025-Q3
Increased
3M
+0.7%
$424.6M0.1%$138.29
37
2025-Q2
Increased
3M
+9.0%
$408.7M0.1%$133.44
41
2025-Q1
Decreased
2.8M
-3.5%
$374.8M0.1%$131.57
0
2024-Q4
Increased
2.9M
+2.1%
$378M0.2%$128.20
38
2024-Q3
Decreased
2.8M
-4.7%
$398.1M0.2%$136.90
0
2024-Q2
Decreased
2.9M
-0.2%
$374M0.2%$122.20
0
2024-Q1
Decreased
2.9M
-4.1%
$386.6M0.2%$125.26
0
2023-Q4
Decreased
3.1M
-4.3%
$383.7M0.2%$118.61
0
2023-Q3
Decreased
3.2M
-1.9%
$369.1M0.3%$108.31
0
2023-Q2
Decreased
3.3M
-3.5%
$400.9M0.3%$114.10
0
2023-Q1
Increased
3.4M
+0.9%
$419.3M0.3%$113.39
38
2022-Q4
Increased
3.4M
+15.2%
$420.2M0.4%$115.60
43
2022-Q3
Increased
2.9M
+8.9%
$325.1M0.3%$103.64
40
2022-Q2
Increased
2.7M
+6.2%
$317.7M0.3%$108.63
39
2022-Q1
Increased
2.5M
+5.2%
$323M0.3%$117.33
39
2021-Q4
Increased
2.4M
+4.5%
$309.6M0.3%$115.97
39
2021-Q3
Increased
2.3M
+21.4%
$269.8M0.3%$106.84
44
2021-Q2
Increased
1.9M
+6.6%
$231.3M0.2%$108.25
39
2021-Q1
Increased
1.8M
+9.1%
$209.5M0.2%$105.35
40
2020-Q4
Increased
1.6M
+2.8%
$172.4M0.2%$92.82
37
2020-Q3
Decreased
1.6M
-3.9%
$146.3M0.2%$80.13
0
2020-Q2
Decreased
1.6M
-2.6%
$150.2M0.3%$78.05
0
2020-Q1
Decreased
1.7M
-2.4%
$135M0.3%$69.81
0
2019-Q4
Increased
1.7M
+4.5%
$186.3M0.3%$91.55
38
2019-Q3
Increased
1.7M
+5.9%
$170M0.3%$86.49
39
2019-Q2
Increased
1.6M
+7.8%
$157.9M0.3%$84.84
39
2019-Q1
Increased
1.5M
+1.9%
$144.3M0.3%$83.09
37
2018-Q4
New
1.4M
-
$127.5M0.3%$73.81
50

Other major holders of SDY: Corient Private Wealth LLC, BANK OF AMERICA CORP /DE/

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