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Financial Select Sector SPDR shares owned by Comprehensive Wealth Management

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

Historical chart of Comprehensive Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Comprehensive 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 Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 76k 53.87
2025-06-30 $3.2M 60k 52.37
2025-03-31 $511k 10k 49.81
2024-12-31 $408k 8.4k 48.33
2024-09-30 $384k 8.5k 45.32
2024-06-30 $334k 8.1k 41.11

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded Lng Dur Oprtun (LGOV)
American Centy Etf Tr Diversifid Crp (KORP)
Select Sector Spdr Tr Technology (XLK)
Guinness Atkinson Fds Smartetfs Asia (ADIV)
Spdr Series Trust Portfli Intrmdit (SPTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Eafe Smcp (HSCZ)
Flexshares Tr Cr Scored Long (LKOR)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive 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