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Financial Select Sector SPDR shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 4.2k 53.61
2024-06-30 $247k 6.0k 41.11
2021-12-31 $183k 4.7k 38.92

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Susquehanna International
Morgan Stanley
Citadel Advisors
Jane Street
UBS Group
Millennium Management
Goldman Sachs Group
Citigroup
Jain Global
Envestnet Asset Management
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR