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Financial Select Sector SPDR shares owned by Avalon Trust

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in Financial Select Sector SPDR

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

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Quarterly reported holdings in Financial Select Sector SPDR by Avalon Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $136k 2.5k 54.77
2025-09-30 $376k 7.0k 53.87
2025-06-30 $157k 3.0k 52.37

More positions owned by Avalon Trust

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Visa Com Cl A (V)
Quanta Services (PWR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Solar (FSLR)
Bloom Energy Corp Com Cl A (BE)
Lowe's Companies (LOW)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Progressive Corporation (PGR)

View all positions for Avalon Trust

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR