Precedent Wealth Partners »

Financial Select Sector SPDR shares owned by Precedent Wealth Partners

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

Historical chart of Precedent 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 Precedent 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 5.2k 42.12

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

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