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Financial Select Sector SPDR shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $80k 1.9k 41.11
2024-03-31 $82k 1.9k 42.12
2023-12-31 $73k 1.9k 37.60

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Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
Apple (AAPL)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Barclays
Caisse de depot et placement du Quebec
Citigroup
Royal Bank of Canada
Balyasny Asset Management
Parallax Volatility Advisers
CIBC World Markets
Citadel Advisors
Wells Fargo & Company

View all funds holding Financial Select Sector SPDR