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Financial Select Sector SPDR shares owned by Grubman Wealth Management

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

Historical chart of Grubman 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 Grubman 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $763k 20k 37.60
2023-09-30 $673k 20k 33.17
2023-06-30 $694k 21k 33.71
2023-03-31 $662k 21k 32.16
2022-12-31 $858k 25k 34.20

More positions owned by Grubman Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman Wealth Management

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