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Financial Select Sector SPDR shares owned by CWC Advisors

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

Historical chart of CWC 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 CWC 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 31k 45.32

More positions owned by CWC Advisors

Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Affiliated Managers (AMG)
Goldman Sachs (GS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
UBS Group
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Balyasny Asset Management
Royal Bank of Canada
Millennium Management
Citadel Advisors
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR