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Financial Select Sector SPDR shares owned by Soltis Investment Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Soltis Investment Advisors from 13F filings

Historical chart of Soltis Investment Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 51k 42.12
2023-12-31 $1.8M 49k 37.60
2021-12-31 $270k 6.9k 39.05
2021-09-30 $206k 5.5k 37.54

More positions owned by Soltis Investment Advisors

Microsoft Corporation (MSFT)
Merit Medical Systems (MMSI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ready Cap Corp Com reit (RC)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Soltis Investment Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
UBS Group
Morgan Stanley
Citigroup
Barclays
Royal Bank of Canada
Citadel Advisors
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR