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Financial Select Sector SPDR shares owned by Badgley Phelps Wealth Managers

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

Historical chart of Badgley Phelps Wealth Managers investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 4.4k 54.78

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Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Meta Platforms Cl A (META)

View all positions for Badgley Phelps Wealth Managers

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
Raymond James Financial
Ameriprise Financial

View all funds holding Financial Select Sector SPDR