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Financial Select Sector SPDR shares owned by Consultiva Wealth Management, Corp.

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

Historical chart of Consultiva Wealth Management, Corp. investment in Financial Select Sector SPDR

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All positions including Financial Select Sector SPDR held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $77k 1.4k 54.77
2025-09-30 $102k 1.9k 53.87
2025-06-30 $100k 1.9k 52.37
2025-03-31 $95k 1.9k 49.81

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View all positions for Consultiva Wealth Management, Corp.

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Wells Fargo & Company
Susquehanna International
Millennium Management
Jane Street
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Royal Bank of Canada
Citadel Advisors
Raymond James Financial
Capstone Investment Advisors

View all funds holding Financial Select Sector SPDR