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Financial Select Sector SPDR shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 5.2k 54.77
2025-09-30 $249k 4.6k 53.87
2022-03-31 $232k 6.1k 38.32
2021-12-31 $236k 6.0k 39.01

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Apple (AAPL)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Adamsbrown Wealth Consultants

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR