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Financial Select Sector SPDR shares owned by Carson Advisory

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

Historical chart of Carson Advisory investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 3.7k 53.88

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
Southern Company (SO)
Apple (AAPL)
Dominion Resources (D)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Edison International (EIX)
International Business Machines (IBM)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Carson Advisory

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