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Financial Select Sector SPDR shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 49k 49.37
2025-12-31 $2.7M 49k 54.77
2025-09-30 $2.6M 49k 53.87

More positions owned by Brown Financial Advisors

Spdr Series Trust State Street Spd (SPYM)
Doubleline Etf Trust Mortgage Etf (DMBS)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr Index Shs Fds State Street Spd (SPDW)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)

View all positions for Brown Financial Advisors

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