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Financial Select Sector SPDR shares owned by Capital & Planning

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

Historical chart of Capital & Planning 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 & Planning 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 & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2k 44 49.00
2024-12-31 $2.1k 42 49.33

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View all positions for Capital & Planning

Top funds holding Financial Select Sector SPDR

Bank of America Corporation
Wells Fargo & Company
Millennium Management
Morgan Stanley
Susquehanna International
Citadel Advisors
Goldman Sachs Group
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