CSM Advisors »

Financial Select Sector SPDR shares owned by CSM Advisors

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

Historical chart of CSM 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 CSM Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by CSM Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 689k 42.12
2021-12-31 $29M 744k 39.05

More positions owned by CSM Advisors

Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Vanguard Index Tr Growth (VUG)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Vanguard Index Tr Value (VTV)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Alphabet Class C (GOOG)
Spdr S&p Biotech Spdr Series Trust (XBI)
Marathon Petroleum Common (MPC)
Select Sector Spdr Amex Financial Index (XLF)
Vanguard Scottsdal Fds Vng Rus2000idx (VTWO)
Ishares Rus Md Cp Gr Etf (IWP)
Vaneck Etf Tr Semiconductor Etf (SMH)
Ishares Rus 2000 Grw Etf (IWO)

View all positions for CSM Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Barclays
Caisse de depot et placement du Quebec
Citigroup
Royal Bank of Canada
Balyasny Asset Management
Parallax Volatility Advisers
CIBC World Markets
Citadel Advisors
Wells Fargo & Company

View all funds holding Financial Select Sector SPDR