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Financial Select Sector SPDR shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial 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 Coordinated Financial 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $335k 6.1k 54.77
2025-09-30 $415k 7.7k 53.87
2025-06-30 $403k 7.7k 52.37
2024-12-31 $404k 8.4k 48.33

More positions owned by Coordinated Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Coordinated Financial Services

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