Aegis Wealth Management »

Financial Select Sector SPDR shares owned by Aegis Wealth Management

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

Historical chart of Aegis 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 Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 3.8k 53.61

More positions owned by Aegis Wealth Management

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust St Str Conv Etf (CWB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allia Us May Etf (MAYW)
Ishares Tr Core S&p500 Etf (IVV)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Innovator Etfs Trust Equit Protn May (ZMAY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Aim Etf Products Trust Allianzim Us Eqt (MAYT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
O'reilly Automotive (ORLY)

View all positions for Aegis Wealth Management

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Susquehanna International
Citadel Advisors
Goldman Sachs Group
UBS Group
Jane Street
Parallax Volatility Advisers
Citigroup
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
Raymond James Financial

View all funds holding Financial Select Sector SPDR