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Financial Select Sector SPDR shares owned by Premier Path Wealth Partners

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

Historical chart of Premier Path 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 Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.7M 231k 42.10
2023-12-31 $7.5M 196k 38.13

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Usd Inv Grde Etf (USIG)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path 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