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Financial Select Sector SPDR shares owned by A4 Wealth Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by A4 Wealth Advisors from 13F filings

Historical chart of A4 Wealth 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 A4 Wealth 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 A4 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 13k 53.87

More positions owned by A4 Wealth Advisors

Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for A4 Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR