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Financial Select Sector SPDR shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $428k 7.8k 54.77
2022-06-30 $230k 7.3k 31.48
2022-03-31 $547k 14k 38.35

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Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPYM)
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Calamos Etf Tr Russell 2000 Str (CPRY)
Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us High Profitab (DUHP)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crown Wealth Group

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR