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Financial Select Sector SPDR shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 22k 49.37
2025-09-30 $997k 19k 53.87

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguardindexfds S&p500etfshs (VOO)
Vanguardtax-managedfds Vanftsedevmkt (VEA)
Invescoexchangetradedfdt S&p500quality (SPHQ)
Vanguardmunbdfds Taxexemptbd (VTEB)
Spdrseriestrust Statestreetspd (SPAB)
Spdrseriestrust Statestreetspd (SPSM)
Vanguardscottsdalefds Intertermtreas (VGIT)
Vanguardintlequityindexf Ftseemrmktetf (VWO)
Isharestr Mbsetf (MBB)
Prosharestr S&p500dvarist (NOBL)
Spdrseriestrust Statestreetspd (SPIB)
Franklintempletonetftr Franklindynmun (FLMI)
Blackrocketftrustii Isharesflexible (BINC)
Invescoexchtradedfdtrii Natlamtmuni (PZA)
Isharestr Coremscieafe (IEFA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Financial Select Sector SPDR

Wells Fargo & Company
Susquehanna International
Jane Street
Millennium Management
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Raymond James Financial
Citadel Advisors
Capstone Investment Advisors
Colony
Ameriprise Financial

View all funds holding Financial Select Sector SPDR