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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
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 No Amer Energy (EMLP)
Vaneck Etf Trust Preferred Securt (PFXF)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Core Intl Aggr (IAGG)
Wisdomtree Tr Futre Strat Fd (WTMF)
Microsoft Corporation (MSFT)
Proshares Tr Hd Replication (HDG)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vaneck Etf Trust Retail Etf (RTH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Ishares Msci Gbl Gold Mn (RING)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Comprehensive Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR