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Financial Select Sector SPDR shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 300 38.69

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR)
Ishares Treasury Floating Rate B Etf TRS FLT RT BD (TFLO)
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Russell 2000 Etf Iv Vng Rus2000idx (VTWO)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)
Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)
AutoZone (AZO)

View all positions for Kiely Wealth Advisory Group

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Susquehanna International
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

View all funds holding Financial Select Sector SPDR