Back to LPL Financial LLC

SPY
Showing 8 of 30 quarters

Position history for LPL Financial LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

LPL Financial LLC holds 10M shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $6.5B as of 2026-Q1. The position was decreased (-2.0% shares). SPY represents 1.7% of LPL Financial LLC's portfolio.

Current Value

$6.5B

Current Shares

10M

Total Value Change

+$1.9B

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
10M
-2.0%
$6.5B1.7%$680.33
0
2025-Q4
Increased
10.2M
+2.3%
$6.9B1.9%$687.01
51
2025-Q3
Increased
9.9M
+3.2%
$6.6B1.9%$661.72
52
2025-Q2
Increased
9.6M
+6.4%
$6B2.0%$611.40
54
2025-Q1
Increased
9M
+1.1%
$5.1B2.0%$550.86
51
2024-Q4
Increased
8.9M
+4.6%
$5.2B2.1%$581.39
57
2024-Q3
Increased
8.6M
+2.2%
$4.9B2.2%$562.94
56
2024-Q2
Increased
8.4M
+2.9%
$4.6B2.3%$534.46
56

Other major holders of SPY: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used