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Financial Select Sector SPDR shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 3.9k 53.86
2025-06-30 $212k 4.1k 52.37
2023-12-31 $25k 668 37.58

More positions owned by Able Wealth Management

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Able Wealth Management

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