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Financial Select Sector SPDR shares owned by CWM

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

Historical chart of CWM investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $38M 892k 42.12
2023-12-31 $26M 692k 37.60
2023-09-30 $19M 567k 33.17
2023-06-30 $18M 537k 33.71
2023-03-31 $12M 372k 32.15
2022-12-31 $3.5M 103k 34.20
2022-09-30 $2.0M 65k 30.36
2022-06-30 $1.7M 53k 31.45
2022-03-31 $2.3M 61k 38.32
2021-12-31 $3.1M 79k 39.05
2021-06-30 $2.5M 67k 36.68
2021-03-31 $2.5M 67k 36.68
2020-12-31 $2.2M 75k 29.49
2020-09-30 $2.5M 67k 36.68
2020-06-30 $2.5M 67k 36.68
2020-03-31 $4.3M 207k 20.82
2019-12-31 $5.1M 166k 30.78
2019-09-30 $3.7M 132k 28.00
2019-06-30 $2.5M 67k 36.68
2019-03-31 $2.5M 67k 36.68
2018-12-31 $5.5M 231k 23.82
2018-09-30 $3.3M 119k 27.58
2018-06-30 $2.5M 94k 26.59
2018-03-31 $1.9M 69k 27.57
2017-12-31 $1.8M 64k 27.92
2017-09-30 $1.2M 46k 25.85
2017-06-30 $1.4M 58k 24.66
2017-03-31 $1.1M 47k 23.72
2016-12-31 $607k 26k 23.27
2016-09-30 $408k 21k 19.31
2016-06-30 $982k 43k 22.86
2016-03-31 $329k 15k 22.48
2015-12-31 $1.3M 55k 23.82
2015-09-30 $434k 19k 22.67
2015-03-31 $233k 9.7k 24.10
2014-12-31 $224k 9.1k 24.70
2014-09-30 $670k 29k 23.15
2014-06-30 $536k 24k 22.75
2014-03-31 $21M 941k 22.34
2013-12-31 $17M 781k 21.86

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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