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Financial Select Sector SPDR shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 267k 41.11
2024-03-31 $12M 275k 42.12
2023-09-30 $8.9M 267k 33.17
2023-06-30 $8.7M 257k 33.71
2023-03-31 $1.4M 44k 32.15
2022-12-31 $5.6M 163k 34.20

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Powershares Actively Managed S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Asset Allocation Strategies

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR