LPL Financial LLC's ownership history for XLE
LPL Financial LLC currently holds 12.9M shares with a market value of $575.6M. It started holding XLE on 2024-09-30. At its peak, it held 12.9M shares on 2025-12-31. Its highest holding value was $629.0M on 2025-03-31. At its lowest, it held 6.4M shares on 2025-09-30, with a value of $562.7M on 2025-06-30. In the recent 180 days, LPL Financial LLC has increased its shares by 6.2M. In the recent year, LPL Financial LLC has increased its shares by 5.7M.
It has also owned 60 contracts of calls, with the market value of the underlying securities totaling $514.0K on 2024-12-31. At its peak, it held 60 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $514.0K on 2024-12-31. At its lowest, it held 60 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $514.0K on 2024-12-31.