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Financial Select Sector SPDR shares owned by Asset One Wealth Management

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

Historical chart of Asset One 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 Asset One 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 Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 23k 52.30

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Apple (AAPL)
Spdr Series Trust State Street Spd (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Sprott Etf Trust Gold Miners Etf (SGDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sprott Asset Management Physical Silver (PSLV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Silver (SIL)

View all positions for Asset One Wealth Management

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Susquehanna International
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