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Financial Select Sector SPDR shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Ballast Rock Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $314k 5.7k 54.77

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR