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Financial Select Sector SPDR shares owned by BBR Partners

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

Historical chart of BBR Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by BBR Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 4.9k 53.87
2025-06-30 $241k 4.6k 52.37
2025-03-31 $229k 4.6k 49.81
2024-12-31 $222k 4.6k 48.33
2024-09-30 $209k 4.6k 45.32
2024-03-31 $220k 5.2k 42.12

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Kkr & Co Cl A (KKR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Fds Inf Tech Etf (VGT)
Philip Morris International (PM)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Trust Gold Shs (GLD)
Exchange Listed Fds Tr Long Pond Real E (LPRE)

View all positions for BBR Partners

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR