Anchor Investment Management »

Financial Select Sector SPDR shares owned by Anchor Investment Management

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

Historical chart of Anchor Investment 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 Anchor Investment 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 Anchor Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $831k 15k 53.87
2025-06-30 $792k 15k 52.37
2025-03-31 $739k 15k 49.81
2024-12-31 $717k 15k 48.33
2024-09-30 $657k 15k 45.32
2024-06-30 $561k 14k 41.11
2024-03-31 $566k 13k 42.12
2023-12-31 $517k 14k 37.60
2023-09-30 $478k 14k 33.17
2023-06-30 $472k 14k 33.71
2023-03-31 $418k 13k 32.15
2022-12-31 $379k 11k 34.20
2022-09-30 $273k 9.0k 30.36
2022-06-30 $137k 4.4k 31.45
2022-03-31 $148k 3.9k 38.32
2021-12-31 $181k 4.6k 39.05
2021-09-30 $149k 4.0k 37.53
2021-06-30 $146k 4.0k 36.69
2021-03-31 $129k 3.8k 34.05
2020-12-31 $111k 3.7k 29.48
2020-09-30 $90k 3.7k 24.07
2020-06-30 $107k 4.6k 23.14
2020-03-31 $112k 5.4k 20.82
2019-12-31 $202k 6.6k 30.78
2019-09-30 $187k 6.7k 28.00
2019-06-30 $183k 6.6k 27.60
2019-03-31 $176k 6.8k 25.71
2018-12-31 $147k 6.2k 23.82
2018-09-30 $145k 5.2k 27.58
2018-06-30 $127k 4.8k 26.59
2018-03-31 $133k 4.8k 27.57
2017-12-31 $124k 4.4k 27.91
2017-09-30 $71k 2.8k 25.86
2017-06-30 $68k 2.8k 24.67
2017-03-31 $64k 2.7k 23.73
2016-12-31 $55k 2.4k 23.25
2016-09-30 $45k 2.4k 19.30
2016-06-30 $65k 2.9k 22.86
2016-03-31 $46k 2.1k 22.50

More positions owned by Anchor Investment Management

Microsoft Corp Stock (MSFT)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)
Schwab U.s. Large-cap Etf Etf (SCHX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco Qqq Trust Series I Etf (QQQ)
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Vanguard Information Technology Etf Etf (VGT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Johnson & Johnson Stock (JNJ)

View all positions for Anchor Investment 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