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Financial Select Sector SPDR shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $348k 6.5k 53.65
2026-03-31 $304k 6.1k 49.37
2025-12-31 $325k 5.9k 54.78

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Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Susquehanna International
Morgan Stanley
Citadel Advisors
Jane Street
UBS Group
Millennium Management
Goldman Sachs Group
Citigroup
Jain Global
Envestnet Asset Management
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR