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Financial Select Sector SPDR shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Financial Select Sector SPDR

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All positions including Financial Select Sector SPDR held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 27k 53.33
2025-06-30 $1.5M 29k 52.70
2025-03-31 $1.3M 29k 46.53
2024-12-31 $1.5M 29k 51.68
2024-09-30 $1.3M 29k 46.28
2024-06-30 $1.3M 29k 43.85
2024-03-31 $1.2M 29k 40.88
2023-12-31 $1.2M 31k 38.32
2023-09-30 $1.0M 31k 32.10
2023-06-30 $1.1M 31k 34.91
2023-03-31 $985k 31k 32.08
2022-12-31 $1.2M 34k 36.25
2022-09-30 $1.1M 34k 32.20
2022-06-30 $1.1M 36k 32.07
2022-03-31 $1.3M 36k 37.89
2021-12-31 $1.4M 36k 38.47
2021-09-30 $1.4M 36k 40.25
2021-06-30 $1.3M 36k 36.13
2021-03-31 $1.3M 37k 35.79
2020-12-31 $1.2M 38k 31.01
2020-09-30 $1.1M 40k 27.04
2020-06-30 $1.0M 42k 24.46
2020-03-31 $989k 42k 23.37
2019-12-31 $1.2M 40k 29.91
2019-09-30 $1.1M 42k 27.31
2019-06-30 $1.2M 42k 27.84
2019-03-31 $1.1M 42k 25.72
2018-12-31 $1.0M 43k 23.82
2018-09-30 $1.2M 44k 27.56
2018-06-30 $1.2M 43k 26.69
2018-03-31 $1.2M 44k 27.18
2017-12-31 $1.2M 44k 27.90
2017-09-30 $1.1M 44k 25.85
2017-06-30 $1.1M 44k 24.65
2017-03-31 $941k 40k 23.72
2016-12-31 $930k 40k 23.24
2016-09-30 $826k 43k 19.29
2016-06-30 $989k 43k 22.83
2016-03-31 $974k 43k 22.49
2015-12-31 $1.0M 43k 23.37
2015-09-30 $899k 40k 22.64
2015-06-30 $977k 40k 24.73
2015-03-31 $804k 33k 24.09
2014-12-31 $908k 37k 24.71
2014-09-30 $667k 29k 23.00
2014-06-30 $529k 23k 22.70
2014-03-31 $523k 24k 22.30
2013-12-31 $501k 23k 21.83
2013-09-30 $436k 22k 19.86

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
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

View all funds holding Financial Select Sector SPDR