Cyndeo Wealth Partners »

Financial Select Sector SPDR shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 5.9k 45.32

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR