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

LPL Financial LLC holds 8.5M shares of SPTM (SPDR SERIES TRUST), worth $672.2M as of 2026-Q1. The position was increased (+2.4% shares). SPTM represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$672.2M

Current Shares

8.5M

Total Value Change

+$89.3M

Total Shares Change

-283,059

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
8.5M
+2.4%
$672.2M0.2%$82.77
39
2025-Q4
Increased
8.3M
+0.4%
$684.9M0.2%$83.11
38
2025-Q3
Increased
8.3M
+1.8%
$667.1M0.2%$80.10
38
2025-Q2
Decreased
8.1M
-0.6%
$608.4M0.2%$74.09
0
2025-Q1
Decreased
8.2M
-2.8%
$555.7M0.2%$66.98
0
2024-Q4
Decreased
8.4M
-3.6%
$600.1M0.2%$70.80
0
2024-Q3
Decreased
8.7M
-0.7%
$610.9M0.3%$68.70
0
2024-Q2
Increased
8.8M
+4.2%
$582.9M0.3%$65.10
39

Other major holders of SPTM: Allworth Financial LP, ASSETMARK, INC

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