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Financial Select Sector SPDR shares owned by Birchcreek Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Birchcreek Wealth Management from 13F filings

Historical chart of Birchcreek Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Birchcreek Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 45k 42.12
2023-12-31 $1.7M 45k 37.60
2023-09-30 $1.4M 41k 33.17
2023-06-30 $849k 25k 33.71
2023-03-31 $313k 9.7k 32.15
2020-12-31 $39k 1.3k 29.43

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Birchcreek Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
UBS Group
Morgan Stanley
Citigroup
Barclays
Royal Bank of Canada
Citadel Advisors
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR