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Financial Select Sector SPDR shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $314k 5.7k 54.77
2024-09-30 $4.4k 4.0k 1.10

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Capital Performance Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
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
Ameriprise Financial

View all funds holding Financial Select Sector SPDR