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Financial Select Sector SPDR shares owned by Cypress Financial Planning

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

Historical chart of Cypress Financial Planning investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 160k 53.87
2025-06-30 $8.2M 157k 52.37
2025-03-31 $7.5M 152k 49.81

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Financial (XLF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)

View all positions for Cypress Financial Planning

Top funds holding Financial Select Sector SPDR

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

View all funds holding Financial Select Sector SPDR