BSW Wealth Partners »

Financial Select Sector SPDR shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 5.9k 42.12
2023-12-31 $270k 7.2k 37.60

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
Citigroup
Royal Bank of Canada
Barclays
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Millennium Management
Wolverine Trading
Citadel Advisors
Wells Fargo & Company
Bank of Nova Scotia

View all funds holding Financial Select Sector SPDR