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Financial Select Sector SPDR shares owned by Convergent Wealth Advisors

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

Historical chart of Convergent 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 Convergent 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 Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $5.4M 239k 22.66
2015-03-31 $1.7M 71k 24.11
2014-12-31 $760k 31k 24.72
2013-09-30 $498k 25k 19.91

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
Citigroup
Royal Bank of Canada
Barclays
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Millennium Management
Wolverine Trading
Citadel Advisors
Wells Fargo & Company
Bank of Nova Scotia

View all funds holding Financial Select Sector SPDR