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Financial Select Sector SPDR shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 5.3k 53.44

More positions owned by Carl P. Sherr & Co

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPHY)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carl P. Sherr & Co

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR